OPX Cashflow
Profile
Update your name, birthday, and login email here. Switch appearance or show the Setup guide when you need it.
Team
List everyone on payroll with pay type, rate, and hire date. Cashflow uses this list to check payroll and run scenarios.
| Name | Role | Pay Type | Pay Rate | Hours / Week | Hire Date | On Team | Paid Today? | Generates Revenue? | Actions |
|---|---|---|---|---|---|---|---|---|---|
| {{ dpl.user.profile.name.join(' ') }} | {{ member.role }} |
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{{ { hourly: '$/hr', salary: '$/yr', commission: '%' }[member.payType] || '' }}
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— | {{ teamTenure(member.hireDate) }} |
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Accounts
Add the name and account number for each bank or credit card you want to track. Cashflow doesn't connect to your banks — this just labels which account each transaction belongs to.
| Account Name | Account Number | Actions |
|---|---|---|
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Upload
Import a bank CSV, map the columns if needed, then fill category and account on each row. Clear any orange blockers before you upload.
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confirm format
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| {{ colTitle.label }} | ||||||||
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A paused upload is on this account. Finish it on a computer.
← Previous
{{ qcPrevTX.date }}
{{ qcPrevTX.description }}
{{ formatPrice(qcPrevTX.value) }}
{{ finTXCategories[qcPrevTX.category]?.label || 'Uncategorized' }} › {{ overheadCategories[qcPrevTX.overheadCategory]?.label || 'Uncategorized' }}
{{ qcCurrentTX.date }}
{{ qc.index + 1 }}. {{ qcCurrentTX.description }}
{{ formatPrice(qcCurrentTX.value) }}
{{ qc.index + 1 }} / {{ uploadTX.list.length }}
Next →
{{ qcNextTX.date }}
{{ qcNextTX.description }}
{{ formatPrice(qcNextTX.value) }}
{{ finTXCategories[qcNextTX.category]?.label || 'Uncategorized' }} › {{ overheadCategories[qcNextTX.overheadCategory]?.label || 'Uncategorized' }}
Rules
When a description contains this text, the rule fills the category so Quick Categorize can skip it. Rules only fill blanks, never overwrite what you chose, and the longer Contains wins ties.
When a description contains this text, the rule fills vendor or adds tags. Rules only fill blanks and never replace what you already set.
| Contains | Category | Sub-category | {{ rules.tab === 'vendor' ? 'Vendor' : 'Tags' }} | Actions |
|---|---|---|---|---|
| {{ ruleMatchLabel }} | ||||
| {{ ruleMatchLabel }} | ||||
| {{ ruleMatchLabel }} |
No category rules yet. Quick Categorize offers one each time you pick a category.
No vendor rules yet.
No tag rules yet.
Apply to {{ rules.applyCount }} existing {{ rules.applyCount === 1 ? 'transaction' : 'transactions' }}? This only fills blank vendors and adds tags.
Filled {{ rules.applied }} existing {{ rules.applied === 1 ? 'transaction' : 'transactions' }}.