Tutorials and Examples

How to create a recurring transfer

How to create and manage transfers in Pulse

Exclude Past Pulse Entries

What happens when you choose this setting?

Using QuickBooks Online Integration

How to use our integration with QBO

Use cases for Pulse

Examples of questions that you can answer using Pulse

Cash flow scenarios using Pulse

Examples of how you can use Pulse to help you make business decisions.

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.

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…

Color coding projected income and expenses

By using financial accounts creatively, you can make Pulse even more powerful for cash flow projections.

What is cash flow projection?

We’ll be revisiting some of the basics for an obvious reason: we stop practicing them.

Getting started with cash flow

Here are six tips to help you take control of your cash flow.