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Manual Processing vs. default Automatic Processing

In CashFlow+ the majority of forecasted transactions are handled automatically. This means that on their respective due dates, these transactions are archived and their amounts are automatically added to or subtracted from your selected account balance. However, there's an option for 'manual processing' for preferred plans and thus their respective transactions.

When you mark a plan (or a transaction) for manual processing, each individual transaction won't be automatically updated on its due date. Instead, you'll have the control to manually confirm or modify these transactions as needed. This feature is particularly useful for transactions that might require your review or for those that aren’t part of your regular financial routine.

By default, we set transactions to automatic processing because most forecast plans are predictable, and this automates the management of your cash flow efficiently.

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