Tutorials and Examples | Pulse Help Center

Tutorials and Examples

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

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

How to create a recurring transfer

How to create and manage transfers in Pulse

Written by Calvin Morris
Updated this week

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