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Set a known account balance as of a specific date. All balances anchor to this value — transactions before this date are ignored.
Paste a SimpleFIN setup token to connect Cash Flow's bank account. Get one at SimpleFIN Bridge → My Account → New app connection. This connection is used only by Cash Flow — it's separate from the Budget App.
On each sync, bank transactions are matched to uncleared items (same direction, within 7 days) by each item's Bank Match Text — or a distinctive word from its name if blank. Matches are moved to the posted date, set to the real amount, and marked cleared. Use Undo on the toast to reverse a sync.
0 undone match(es) are being skipped.