The Cashflows report will be removed from PocketSmith on 30 November 2026. It has been replaced by the comparison periods feature on the Income & Expense report.
Transfer your Cashflows report
You can transfer your display settings from the Cashflows report to the Income & Expense report.
- Go to the Cashflows report (Reports > Cashflows)
- In the top-right of the page, click Migrate to the new cashflows Income & Expense report
- In the confirmation pop-up click Create Cashflow report
- This will take you to the Income & Expense report, with a new saved report called Your Cashflow This saved report matches your Cashflow report settings and is shown in the sidebar
