# How to Set Up Your Account

To set up your account, follow these steps:
1. Visit the registration page.
2. Fill in your details.
3. Confirm your email address.
4. Set up a strong password.

# How to Navigate the Site

The site has a user-friendly interface with the following main sections:
- Dashboard
- Reports
- Transactions
- Settings

# What Are the First Steps?

After setting up your account, it’s advisable to:
- Explore the dashboard.
- Familiarize yourself with the reports available.
- Enter your first transactions.

# How to Read the Signal Graph

The signal graph provides insights into your cash flow. Key points to note:
- Analyze trends over time.
- Identify peaks and troughs in cash inflow.

# Edit and View Categories of Revenues and Expenses

To manage your financial entries:
- Go to Categories in the Settings tab.
- Add, edit, or delete categories as needed.

# How Do I Input a New Projection?

Follow the steps:
1. Navigate to the projections section.
2. Enter the necessary financial assumptions.
3. Save the projection for future reference.

# What Is a Repeat Summary?

A repeat summary provides:
- An overview of recurring transactions.
- Helps in forecasting future cash flows.

# Visual Repeat Details

You can view details of repeat transactions visually by accessing the report:
- Chart representation.
- Filters for different time periods.

# Enter Transaction Details

To log a transaction:
1. Access the Transactions tab.
2. Fill in the required fields: date, amount, category.
3. Save your entry.

# How to Enter Multiple Cash Entries All at Once

Use the bulk entry feature:
1. Navigate to the bulk entry section.
2. Upload a CSV file with your entries.
3. Confirm and submit.

# Changing Time Basis on the Runway Report

To change the time basis:
- Go to the Runway Report section.
- Select your preferred duration (daily, weekly, monthly).

# Edit or Delete Cash Entry in Monthly Snapshot

To edit or delete an entry:
- Access the Monthly Snapshot.
- Click on any entry to modify or remove.

# Filters in Cash Summary

Utilize filters to analyze your cash summary:
- Filter by date.
- Filter by category of cash flow.

# Select Time Basis in Cash Summary

Choose your preferred time basis in the summary:
- Daily
- Weekly
- Monthly

# Graph and Table Showing Cash Inflows and Outflows

These representations help you visualize:
- Monthly cash inflows
- Monthly cash outflows

# Sort Cash Transits by Time in Cash Transit Zone

To sort your cash transits:
- Access the Cash Transit Zone.
- Use the sorting tool to arrange entries.

# Filter Cash Entries in Cash Transit Zone

To filter entries:
- Access the filter feature in the Cash Transit Zone.
- Choose your criteria.

# Change Payment Date of a Cash Entry in Cash Transit Zone

Steps to change a payment date:
- Click on the entry.
- Select the new date from the calendar.

# Change Entry Status of a Cash Entry in Cash Transit Zone

You can change the status by:
- Selecting the entry.
- Choosing the new status from the dropdown.

# Edit, Clone, and Delete a Single Cash Entry

Manage your entries:
- Click on an entry.
- Select “Edit,” “Clone,” or “Delete” as needed.

# Reading the Reconciliation Summary

To read the summary:
- Go to the reconciliation section.
- Review cash inflows and outflows.

# Viewing A Break Down of the Reconciliation Summary

Break down the summary to:
- Identify main sources of cash inflow.
- Understand your major expenses.

# Viewing Historical Reconciliation Summaries and Full Reports

Access historical data:
- Navigate to the reports section.
- Choose the period for which you need the report.

# Adding New Users

To add users to your account:
1. Go to the user management section.
2. Click on ‘Add User’ and fill in their details.

# Changing My Profile

Updating your profile involves:
- Going to settings.
- Modifying any personal information as needed.

# Changing My Password

To change your password:
- Navigate to the security settings.
- Follow the prompts to create a new password.

# Logging Into the Demo Account

To access the demo:
- Use the demo login credentials provided during registration.

# Signing Up for a New Account Under the Same Username

If you want a new account:
- Follow the signup process.
- Ensure that you use the same username.