More helpful dashboards
Improvements to the way income and spending charts display details on desktop and touch screens.
Explore Personal →Cashflow Pilot continues to improve. Here are some recent additions and refinements, explained in everyday language.
Features can vary by app version, device and account settings. There is no fixed public release schedule or promise of specific upcoming features.
Highlights from recent Cashflow Pilot development; not a complete list of every change.
Improvements to the way income and spending charts display details on desktop and touch screens.
Explore Personal →Refinements to keeping eligible settings and records aligned, and clearer choices when two Home layouts differ.
Understand sync →A shared place to manage optional supported bank connections, with improved control over how you reconnect.
Bank connection guide →Clearer sign-in preferences and more straightforward account options, without making registration mandatory.
Start here →Continued improvements across Personal, Portfolio and Business so you can focus on one area or use all three.
Compare workspaces →More practical help on common tasks such as imports, backups, investments and invoices.
Visit Help Centre →We’re developing Cashflow Pilot around practical financial routines. Features and fixes are added as they are ready and verified. Some optional connections and platform features depend on availability.
Useful money information, clear labels and straightforward help.
Local use comes first, with optional sign-in, bank connections and eligible syncing.
New workflows should make real tasks easier, without cluttering the experience.
The app is free to use. Explore the current feature list and start with what matters to you.