Support Centre
How can we help?
All your questions answered.
Getting Started
What does the Cash Flow Automation Template include?
How do I begin using the template?
Do I need advanced Excel skills to use this template?
What types of businesses is this template suitable for?
Customization
Can I customize the categories of cash inflows and outflows?
How often should I update the cash flow forecast?
Is it possible to change the forecast period (e.g., monthly, weekly)?
Does the template support scenario analysis or multiple forecast versions?
General
Does this template replace the need for a CFO?
Can I automate reports or dashboards from this template?
Can I get support or training on using the template?
Can I share this template with my team?
Troubleshooting
What if the totals or formulas don’t update automatically?
I entered data but the cash flow summary looks incorrect. What should I do?
Can I recover data if I accidentally overwrite important information?
What should I do if I encounter circular reference errors?
Integration
Can I link this template to other financial systems or software?
Can you support me with integration?
How do I import data from other financial tools into the template?
Is it possible to automate data updates in the template?
Forecasting
How do I handle unexpected cash flow changes in the forecast?
How do I incorporate actual vs. projected cash flows?
What are common mistakes to avoid when forecasting cash flow in Excel?
Can you help me customize my forecasting?
Can’t find what you need?
We regularly update our FAQs to address common user concerns and help ensure smooth use, integration, and effective forecasting with your Cash Flow Automation Template.