# Getting Started

- Link: https://opsquillstudio.com/support/cashflow-companion-mini/getting-started/
- Published: 2026-11-02T21:07:42+08:00
- Author: OpsQuill Studio

Opsquill Studio · Cashflow Companion Mini · Support

# Getting Started

New to Cashflow Companion Mini? Start with your current money situation, build a
small plan, and learn what the forecast can—and cannot—tell you.

[All support topics](https://opsquillstudio.com/support/cashflow-companion-mini/)

## 1. Understand the purpose

Cashflow Companion Mini is a personal cashflow planning tool. It helps you compare
expected money movements with transactions you record. It is not a bank account,
payment service or source of guaranteed financial predictions.

## 2. Set up your starting information

Open the app and complete its starting-balance setup using the money amount you 
intend to track. Use an amount you can explain and review; forecasts depend on the
starting information you enter.

## 3. Build a simple Money Plan

Start with one expected income item and one upcoming outgoing item. For example,
a fictional user begins with ₱2,000, expects ₱6,000 in salary, and plans a ₱1,500
electricity bill plus ₱1,000 groceries. These are example figures, not suggested
spending amounts.

## 4. Review the Forecast

Check the date of each expected movement, how the projected balance changes, and
whether any day looks tighter than others. A forecast is a conditional estimate;
expected salary is not the same as salary already received.

## 5. Record what actually happened

When money is received or spent, use the app’s transaction-recording flow. Review
Records to compare actual entries with the Money Plan. Confirm amounts and dates
before saving.

## 6. Review and adjust

If an expected payday, bill amount, or due date changes, check the planned entry
and review your forecast again. Keeping information current makes the projection
more useful.

### Important before resetting your phone

Core finance records are stored locally. The current published app does not provide
verified cloud sync or app-managed backup for those records. Clearing app storage
or uninstalling the app may permanently remove them.

**In development:** Real release-matched screenshots, exact button labels, and a
complete first-use walkthrough will be added here.

**Documentation status:** This knowledge center is being expanded. Instructions 
apply to the publicly described Cashflow Companion Mini release 1.0.3 unless a page
says otherwise. Screenshots and precise button-by-button walkthroughs will be added
after the released Android build is verified.

[Return to app landing page](https://opsquillstudio.com/creations/apps/cashflow-companion-mini/)