Currently browsing Basics

Add New Bank Account

This article describes how to create a new bank account in KashFlow. Creating the Account To create a new bank account go to Bank > Add New Account and enter in the following; Basic Information Name – Give this account a unique identifying name, i.e. “RBS Business Current Account” Account Code…

Read more

Bank Loans

You can record a loan by creating a new bank account in KashFlow, this will always have a negative balance until the loan is paid off and represents the debt you owe. Creating the Loan Account To start, first go to Bank > Add New Account. The three required details you…

Read more

Bank Transfers

In this article we will explain how to create Bank Transfers in KashFlow. It’s really simple to create a Bank Transfer in KashFlow. You first go to Bank then hit one of the two buttons named Transfer Money. You will then be presented with a pop up where you select the accounts…

Read more

Business Expenses Paid With Personal Money

This article will explain how to record Expenses of the business paid with the personal money by your staff, or yourself, that you then wish to reclaim or simply record. The method by which we do this is by creating a Bank Account entitled “Expenses”. Setting Up To begin, you will…

Read more


This article gives guidance on how to handle cheques in KashFlow

Read more

Credit Cards

This guidance explains how to manage a credit card in KashFlow. A credit card should be treated as a bank account and always have a  negative balance. The negative balance represents the debt that the company. Setting Up To set up a credit card in KashFlow start by going to…

Read more

Expenses Paid with Personal Money

Sometimes yourself or an employee might spend personal money while on official business and this might be reclaimable as a business expense. In this case we suggest that you create a new bank account in KashFlow named ‘Expenses’. This account should always be a negative figure (representing debt the company owes…

Read more

See how KashFlow works with your business and your books