Getting Started with Fiscal Flowcast

Welcome to Fiscal Flowcast!

Fiscal Flowcast is a comprehensive financial forecasting and analytics platform designed to help you take control of your finances. This guide will walk you through the essential steps to get started.

Step 1: Create Your First Entity

An entity represents a person, business, or project you want to track finances for. To create your first entity:

• Navigate to the Dashboard
• Click "Create Entity" or use the entity switcher
• Enter a name (for example, "My Personal Finances")
• Select the entity type (Personal, Business, or Project)
• Click "Create"

Step 2: Add Your Accounts

Accounts are the foundation of your financial tracking. You can add:

• Checking accounts
• Savings accounts
• Investment accounts
• Credit cards
• Loans

Step 3: Record Transactions

On Free, add accounts and transactions by hand. CSV import is on Basic and above. Linking a US bank with Plaid is on Basic and above. Use the Merchants tab on Transactions to see where you spend most, and bulk categorize to clean up imports quickly.

Step 4: Set Financial Goals

Define what you want to achieve financially. Set goals for savings, emergency funds, or major purchases.

Step 5: Create a Budget

Plan your spending and track your progress with budgets. Set monthly, quarterly, or yearly budgets.

Next Steps

Once you have completed these steps, explore the dashboard to see your net worth, account balances, top merchants this month, spending trends, and financial projections.

Fiscal Flowcast runs in your browser on desktop and mobile — we do not offer native iPhone or Android apps. See Web-first access and Search-first transaction workflow for power-user tips.

Related articles

• Managing Your AccountsAdd, edit, and organize your financial accounts including checking, savings, investments, and loans.
• Recording TransactionsLearn how to record income, expenses, transfers, and investment transactions.
• Web-first access (no native apps)Use Fiscal Flowcast in modern browsers on desktop and mobile — native iOS/Android apps are not offered.
• Merchant spend by payeeSee where you spend most by payee (Merchant field or Description fallback) on the Dashboard and Transactions Merchants tab.
• Creating and Managing BudgetsSet up budgets, track spending, and monitor your financial goals.