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Quick Start Guide

Built for solopreneurs who want clarity without accounting stress. Follow these steps and you’ll be up and running in under 10 minutes.

Recommended flow

Simple on purpose—clarity first.

1
Visit Home
Open
Learn what the app does and share the public preview link.
2
Create an account or sign in
Your login protects your workspace. No one else can see your numbers.
3
Complete onboarding
Create your business workspace. Keep the business name simple (example: “Tomeka Consulting”).
4
Land on the dashboard
Dashboard
Your dashboard shows the four numbers that matter most:
  • Money In — what you earned
  • Money Out — what you spent
  • Profit — Money In minus Money Out
  • Tax Set-Aside — suggested % to reserve
5
Add transactions
Use “Quick add” to log:
  • Money In: client payments, gigs, services, product sales
  • Money Out: tools, subscriptions, marketing, supplies, travel
6
Reports + Forecast
Best practice: at the end of each month, export/print the monthly report and store it in your records folder.
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Install as an app (PWA)

No App Store needed. Add it to your home screen.

iPhone / iPad
  1. Open the app in Safari
  2. Tap the Share icon
  3. Tap Add to Home Screen
  4. Launch from your home screen
🤖
Android / Chrome
  1. Open the app in Chrome
  2. Tap the menu (⋮)
  3. Tap Install App
  4. Launch from your home screen

FAQ

Answers to the questions people ask most.

Do I need accounting knowledge to use this?
No. Clarity Cashflow uses plain language and simple steps so you can track consistently and understand your numbers quickly.
Will this file my taxes forT for me?
Not yet. It helps you keep organized and generate clean reports you can export/print for your tax preparer or tax software.
What should I track first?
Start with your main income and your top recurring expenses (tools, subscriptions, marketing, supplies). You’ll gain clarity fast.
Can I share the app link with clients?
Share the public Home link. It shows a preview image and does not expose your dashboard or data.