Help Center

Everything you need to know about using CashedUp to take control of your financial future.

Dashboard Overview

The dashboard is your command center for your day-to-day finances.

Current Balance

Your current balance is calculated by taking your starting balance (set in Settings) and applying all income and expenses up to today's date.

  • If your true bank balance differs from CashedUp, check that your starting balance and date match your actual bank statement, or see if an upcoming payment hasn't cleared yet.
  • You can adjust your starting balance in the Settings menu at any time to recalibrate.

Upcoming Events & Projections

The dashboard highlights income and expenses occurring in the next 7 and 30 days to keep you prepared.

  • The 3-Month Cash Flow Graph gives you a quick visual representation of how your balance is expected to change over the next 90 days.
  • If you have Payment Plans active, their progress will be tracked in real-time here.

Still need help?

If you couldn't find the answer you were looking for, our support team is ready to help you sort out any issues.