How Do I Create A New Business File?

How Do I Create A New Business File?

The program is designed to have a separate file for each business you operate. 

To add a new business file, you will first need to add the additional file to your subscription. You can follow the steps here.

Then, to create a new file in Cashflow Manager, simply click on the [Create New Business File] option from the Start-up Options window. 

A Wizard will assist you to set up the new file for your business. Each of the steps in the wizard will have instructions on what to do. 

The program lets you setup an account for each bank, credit card or other account you wish to track in your business. 

After completing the steps, you can then start working on your new business file

For more information on Cashflow Manager basics click here.