Here's how to quickly set up Agicap to best manage your cash flow 🎉
Step 1: Delete the mock data
To delete the mock data, click on the orange button "Delete Mock Data" underneath the blue banner. Great, it's done! 👍
Make sure that once the mock data is removed, your graph in the Dashboard is at 0. Is this the case? Perfect, let's move on to the next step.
Step 2: Create your categories
Determine what your cash outflows and inflows are. Here's how to create your custom categories!
💡 Good to know: You'll find all the information you need about deleting, renaming or even changing the order of categories in the Categories section of the FAQ 😉
Step 3 : Enter your objectives
Once your tree structure is finalized, you can easily enter your objectives in cash in and cash out. 👍
💡 Good to know: You have the possibility to change the input level of your objectives, define the recurrence of an objective and perform many other actions... All the information can be found in the Objectives section of the FAQ!
Step 4 : Synchronize your bank accounts
Synchronizing your bank account(s) allows you to track your bank flows in real time and compare them directly with your forecast. Connect your bank in a few clicks. 👌
💡 Good to know: Check out the entire Bank section which includes a lot of information and best practices on bank synchronization and bank flows in general.
Step 5: Categorize your bank transactions
Your tree structure is up to date. You have entered your objectives and connected your bank account, it's perfect! Now, all you have to do is teach Agicap's algorithm to categorize your transactions. 💪
Congratulations! You are ready to use your Agicap cash flow software. 👏
If you have any questions, feel free to contact us on the chat at the bottom right of your screen, we will be happy to help you get started with Agicap. 😊