Monthly Cumulative Balance

English (United States)

By default, the monthly cumulative balance is disabled in Cashboard.

If you want to have more advanced control, you can enable the monthly cumulative sum by following these steps:

  • On the Transactions screen, tap the gear icon located in the upper right corner of the screen to open the settings menu.

  • In the settings menu, tap "Advanced".

  • Tap "Cumulative Sum".

  • Enable the "Cumulative Sum" feature.

When cumulative sum is active, a group with a dynamic transaction representing the cumulative balance of the month will be displayed.

This group can be customized to be shown in a distinct color for when its current amount is positive or negative.