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Tutorials and Examples
Tutorials and Examples
This section helps you get better at managing cash flow and using Pulse.
10 articles in this collection
Written by
Calvin Morris
and
JD Graffam
Exclude Past Pulse Entries
What happens when you choose this setting?
Written by
Calvin Morris
Updated over a week ago
Using QuickBooks Online Integration (Beta Version)
How to use our new integration with QBO
Written by
Calvin Morris
Updated over a week ago
How to import data using a CSV
You can do an initial data import to get started.
Written by
Calvin Morris
Updated over a week ago
Getting started with cash flow
Here are six tips to help you take control of your cash flow.
Written by
JD Graffam
Updated over a week ago
What is cash flow projection?
We’ll be revisiting some of the basics for an obvious reason: we stop practicing them.
Written by
JD Graffam
Updated over a week ago
How to track actuals alongside projections
Pulse is designed around the idea that past transactions are not as important as projected income and expenses. However…
Written by
JD Graffam
Updated over a week ago
Use cases for Pulse
Examples of questions that you can answer using Pulse
Written by
JD Graffam
Updated over a week ago
Color coding projected income and expenses
By using financial accounts creatively, you can make Pulse even more powerful for cash flow projections.
Written by
JD Graffam
Updated over a week ago
Cash flow scenarios using Pulse
Examples of how you can use Pulse to help you make business decisions.
Written by
JD Graffam
Updated over a week ago
The five most important budget line items to track
This advice centers on the concept of financial ratios for a business, i.e. what percent of your budget should go to X, Y and Z.
Written by
JD Graffam
Updated over a week ago