Help/FAQs

General, Backup and Security

Is Pulse really free?: Yes, Pulse is 100% free. There is a good chance that a paid subscription plan (including more features) will become available in the future. However, a base set of features will always be provided for free.
Is our data backed up, secure and confidential?: Yes. Our redundant, state-of-the-art infrastructure is professionally managed and secure. All data is locally backed up at our data center, as well as nightly offsite backups. All data is confidential. Please view our privacy policy for more information.

Cash Flow

How do I delete an income or expense item?: Click on the "Edit" link next to an item on the main Cash Flow page. On the edit page you will find a delete link in the top right hand corner.
How do I add a project as an income item?: From the "Add income" page instead of entering a title, click on the "Select a project" link. The drop-down box that appears will list out all of your projects organized by company. You must first have projects set up in order to add them as income.
What does it mean to give an income item an "income potential"?: The income potential is the likelihood of you actually receiving the income. Giving the income item a 100% value means that it's a sure thing. This can be used to spec out potential sales and income for your cash flow forecast.
What is the "Income Potential" slider for?: The slider is used in conjunction with giving an income item an "income potential". For example, if you give an income item a 50% income potential, dragging the slider below 50% will show that income item in the cash flow table. If the slider is at 100%, it will only show income with a 100% chance of coming in.
What is a recurring income or expense item?: When you enter the amount for an income or expense item, you have the option to make it recurring. By checking the recurring checkbox you have the option for the item to repeat each month continuously or to stop on a certain date. This is especially helpful for expenses that you have each month.
How can I view past or future months not listed on the cash flow page?: The arrow on the left side of the month row will take you one month in the past, and the arrow on the right will take you one month in the future. To jump back to the current month, just click on the "current month" that appears next to the date range.
Tip: Use the URL structure to jump to a specific month. The URL will look something like this http://yourdomain.pulseapp.com/worksheet/2007/11. The "2007" signifies the year and the "11" signifies the month. Viewing that link above will star the cash flow chart on November 11, 2007.
How do I set up income and expense categories?: Click on "Edit Settings" next to the Cash Flow header to set up income and expenses categories. Using categories is a helpful way to organize your items.
How can I give an initial starting amount to my cash flow forecast?: Click on "Edit Settings" next to the Cash Flow header to enter a staring amount. This amount will accommodate for any previous income not directly entered as an income item.

Companies

How can I import my companies and projects from Basecamp?: From the "Companies" page, click on the "Import from Basecamp" link. The following page will allow you to enter your Basecamp information in order to import your companies and projects.
What if I use OpenID for my Basecamp account and don't have a username/password?: If you use OpenID, Basecamp provides a "special username/password" that you can use with third party applications like Pulse. In order to retrieve this username and password, click on the "My Info" link in the top right hand corner of your Basecamp account. From there, click on the "Reveal my special username/password" link next to your login information.
How can I add a project to a company?: From the "Companies" page click on the company that you'd like to add a project to. The following page will allow you to add/edit projects related to that company.
How do I edit or delete a company?: From the "Companies" page click on the company that you'd like to edit or delete. The following page contains an "Edit company" and delete icon near the top right hand.

Account

How do I add a user to my account?: Just go to the "Account" tab to set up accounts for other users. From the "Account" page you can add and edit user's information. Only Account Owners can add new users.
What is the Account Owner?: The Account Owner is the person who originally created the account and has access to edit the account name, change the Account Owner, add new users, and cancel the entire Pulse account.
How do I cancel my account?: The account owner is the only person who can cancel the account. To cancel, go to the "Account" page and scroll down to the area that says "Account cancellation".
Note: There is no undo for cancellation. Upon cancelling your account, all of your information will immediately and permanently be deleted.