You can view additional months’ cash flow by using the arrows to the right and left of the cash flow view. The arrow on the left will give you data from months past; the arrow on the right will let you see future months. To get back to the current month, click “current month” next to the date range.
You can also use the page’s URL structure to get to a specific month. The URL will look something like this: http://yourdomain.pulseapp.com/worksheet/2014/09, with 2014 signifying the year and 09 signifying the month. The link above will show the cash flow data from September of 2014.
They note whether or not an item is active. If a box is checked, the item is active and will show up in your cash flow calculation. To make an item inactive so that it doesn’t count toward your cash flow, uncheck the box.
Instead of giving the project a title, click on the “Select a Project” link. You’ll be given a menu of all of your projects, organized by company. If you haven’t created your project yet, click “Add New” to the right of the drop down menu.
Choose the project you’d like to add as an income or expense item.
Yes. When you add or edit an income or expense item, you have the option of setting it to repeat on a daily, weekly, monthly or yearly basis. This is perfect for line items that have a fixed dollar amount, like expenses that have a fixed dollar amount, like rent or payroll.
Inactive income and expense items are line items that do not figure into your cash flow. Use inactive items to keep track of income or expenses that you need to remember, but don’t want to calculate into your cash flow.
To make an item inactive, go to item’s entry page and uncheck the Active Entry box. You can also make items active or inactive by checking the box to the right of the line item in the monthly cash flow view.
Yes. To import your existing companies and projects from Basecamp Classic to your Pulse account, go to the Companies tab. On the right of the page, choose “Import Companies”, then enter your Basecamp or High Rise information to import your companies and projects.
If you use OpenID, Basecamp provides a special username and password that you can use with third party applications like Pulse. To retrieve this username and password, sign in to Basecamp and click on the “My Info” link at the top right corner of the page. From there, click on “Reveal my special username/password” next to your login information.
You can use Pulse absolutely free for 30 days. After 30 days, we will charge the credit card you used when you signed up for Pulse. If you choose to cancel your account before your trial is over, your card will not be charged.
Yes. To change plans, go to your billing page and use the subscription plans chart to upgrade or downgrade your plan. Note that you can only downgrade your plan if your account meets the limits of the lower plan. If you have more files stored or users than a lower plan allows, you will need to remove them before upgrading.
Yes – you can cancel your account at any time. To cancel your account, go to your billing page and click on “Please cancel my account” at the bottom of the page. The account owner is the only one who can cancel an account. An email request to delete an account is not considered cancellation.
If you upgrade or downgrade your subscription in the middle of a billing cycle, you’ll be charged the new rate for your new plan at the start of your next billing cycle. If you cancel your account, it will be cancelled immediately and you won’t be charged again.
To update your billing information, go to your billing page and click on “Update credit card / billing information” under the subscription plans chart. Only the account owner can update an account’s billing information.
The owner is the person who originally signed up for Pulse and is the only one who has access to the billing page. The owner is the only person who can upgrade (or downgrade) plans, clear cash flow data, change billing information or cancel the account.
To change ownership, go to your billing page. In the Account Owner section, choose the new account owner from the dropdown list.
Admin users have unrestricted access to your Pulse account, with the exception of the Billing tab. They can view and edit income, expenses, companies and projects, and add new users. They can’t cancel the account, switch plans or update billing information – only the account owner can do that.
Read Only users can view information in the Cash Flow and Reports tabs, but they can’t add or edit any information.
Pulse is cloud-based software, so we don’t offer an installable version. This means that you can access your cash flow data online at any time. We also take care of maintaining the servers, security and all updates and improvements so you don’t have to worry about anything.
Right now, Pulse is currency independent, which means we just show the numbers, not the currency that they represent. This works well for people who deal with just one kind of currency, but can cause a few headaches for people who have income and expense items in multiple currencies. We’re working on adding support for multiple currencies in a future update.