Rask Cashflow is designed to answer the three questions most people actually care about:
- What came in?
- What did I spend?
- Where did my money go (categories and merchants)?
Access requirement
Cashflow is a protected area. You must have:
- a verified sign-in email, and
- MFA enabled
before the dashboard can be opened.
If these checks are incomplete, the app will show a clear security prompt and send you to Security settings to finish setup.
What you see first on the dashboard
The Cashflow dashboard now opens in an essentials-first layout:
- Headline numbers: Incoming, Total spending, and Net cashflow for this month.
- Trend chart: Month-by-month cashflow view.
- Spending breakdown (expandable): Top categories and top merchants.
- Transactions table: Search, filter, and reconcile with Match (transfers, exclusions, manual category fixes).
Where advanced tools moved
To keep the main screen clean, advanced controls now live under the Advanced tab at the bottom:
- Category rules
- Budgets
- Recurring detection
- Insights
Quick start flow
- Open Cashflow Setup and connect your feed.
- Run your first sync.
- Review transactions and uncategorised items.
- Add a starter category rule using Who / What / Why.
- Open Advanced tools when you are ready for deeper control.