Getting Started with Cashflow

Take control of your finances in just a few simple steps

1

Create Your Account

Sign up for your free Cashflow account. No credit card required to get started with our basic plan.

2

Set Up Email Integration

Connect your Gmail account to automatically track receipts, subscriptions, and financial notifications.

  • ✓ Automated email reading and management
  • ✓ Near real-time updates of your spending and deposit records
3

Configure Bank & Credit Card Email Alerts

Log in to your bank or credit card account to route all transaction alerts to your linked email account. Set the alert threshold to $0.01 so as to receive all transactions as alerts. You do this out-of-band, so Cashflow will never access your bank account. See how to do this for DBS, OCBC and UOB.

  • ✓ Support for email alerts from 5 full banks in Singapore, and 10+ foreign banks
  • ✓ Real-time transaction syncing
  • ✓ Cashflow do not need access to your bank or credit card account
4

Explore Your Dashboard

View your complete financial picture in one place. Monitor spending, track goals, and get AI-powered insights.

Ready to Take Control of Your Finances?

Join thousands of users who are already managing their money smarter with Cashflow.

Frequently Asked Questions

How long does setup take?

Most users complete the initial setup in under 10 minutes. Connecting your first email account typically takes 2-3 minutes.

Do I need to connect all my Gmail accounts?

No, you can start with just one account and add more later. You can route all transactions from all your banks to the same Gmail account for easier management.

Can I connect to email accounts other than Gmail?

Currently, we support Gmail integration. Support for other email providers is coming soon. We offer email support for all users, and premium users get priority support.