Tutorials and Examples

This section helps you get better at managing cash flow and using Pulse.

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10 articles in this collection
Written by Calvin Morris and JD Graffam

Exclude Past Pulse Entries

What happens when you choose this setting?
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Written by Calvin Morris
Updated over a week ago

Using QuickBooks Online Integration (Beta Version)

How to use our new integration with QBO
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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.
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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.
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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.
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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…
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Written by JD Graffam
Updated over a week ago

Use cases for Pulse

Examples of questions that you can answer using Pulse
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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.
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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.
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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.
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Written by JD Graffam
Updated over a week ago