FAQ

What currency conversion rate does Pulse use?

And how often do you update your rates?

How do I give an initial amount to my cash flow?

How do I add or edit a financial account?

How do I set up income and expense categories?

How do I add a company?

How do I add a project to a company?

Can Pulse handle multiple currencies?

Does Pulse integrate with QuickBooks Online?

Pulse can pull in entries from QuickBooks Online

What are the checkboxes next to income and expense items on the month view?

How can I view past or future months not listed on the cash flow page?

Can I change the number of months displayed on the monthly cash flow view?

You can change the default date range in your cash flow views.

What are inactive items?

Can I adjust my cash on hand?

My cash on hand number isn't correct anymore and I don't know where it got off track.

Can I clear my cash flow and start over?

How can I edit or delete a company?

How do I add a project as an income or expense item?

What are "financial accounts" and how can I use them?

What is a default account and can I change it?

How do I edit or delete an income or expense item?

Can I adjust a previous payment or deposit related to an income or expense item?

Can I set up recurring income or expense items?

Can I adjust a single line on a recurring transaction?

How do I export my cash flow data?

Who is the account owner?

Where do I go to log in to my account?

I want to install Pulse on my own computer or server. Can I do that?

Does Pulse have a mobile app?

Is my data backed up, secure and confidential?