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Documentation Index

Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt

Use this file to discover all available pages before exploring further.

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Change password

Go to Settings → Password & Security to update your password.

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Two-factor authentication (2FA)

Add an extra layer of security to your account by enabling 2FA:
1

Go to Security settings

Navigate to Settings → Password & Security → 2FA Settings.
2

Enable 2FA

Click Enable Two-Factor Authentication.
3

Scan the QR code

Use an authenticator app (Google Authenticator, Authy, 1Password, etc.) to scan the QR code.
4

Enter the verification code

Type the 6-digit code from your authenticator app to confirm setup.
5

Save recovery codes

Store the recovery codes somewhere safe — you’ll need them if you lose access to your authenticator app.

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Subscription & Billing

Under Settings → Subscription, click Manage Billing to open the Stripe billing portal where you can:
  • View your current plan
  • Update payment methods
  • Download invoices and receipts
  • Manage your subscription
Deleting your account removes all your data permanently — transactions, invoices, reports, documents, everything. Make sure to export anything you need first.