Cash Flow Frog allows you to create companies without connecting them directly to any accounting software such QuickBooks Online, QuickBooks Desktop, Xero or FreshBooks.
For such companies, historical cash flow needs to imported from Excel, and the bank balance needs to updated manually.
To create an Excel company, enter the company name, select Import Data in the accounting software dropdown menu, select the main currency and click the Continue To Setup button:
Next, enter the current bank balance and click Save Balance:
Next, import bank transaction from Excel (learn more):
Finally, associate the accounts generated from your imported transactions to types:
These types will be used in your cash flow breakdown.
When you're click on the button on the bottom right corner of the page.
Now that you're all set, it's time to start adding projections to your forecast.