Flow Guide

Step-by-step guides to help you get the most out of Flow.

Basics

🚀 Getting Started Download Flow, set up your accounts, and record your first transaction.

🏦 Accounts & currencies Track cash, cards, savings, loans, and more — across multiple currencies.

🏷️ Categories & tags Organize transactions with categories and free-form tags.

✍️ Recording transactions Log expenses, income, and transfers between accounts.

📎 Attachments Attach receipts and photos to any transaction.

🔁 Recurring transactions Set a transaction to repeat on a schedule — subscriptions, salaries, and bills.

⏳ Pending transactions Transactions in the future or awaiting your approval before they hit the books.

📊 Reports & stats Understand where your money goes with charts and breakdowns.

🔍 Filters & presets Narrow down transactions and save filters for one-tap reuse.

📥 Importing data Restore Flow backups, or bring transactions in from Ivy Wallet.

💾 Backup & restore Export everything and restore it on another device.

☁️ Auto-backup to iCloud Drop a fresh backup ZIP into iCloud Drive on a schedule.

🧾 Eny — AI receipt scanner Snap a receipt, get a Flow transaction (or several). The first-party AI scanner.

📱 iOS Shortcuts Automatically record expenses whenever you pay using Apple Pay.

🆕 What's new Release notes and changelog from every Flow version.