Cash Flow

Can I change the number of months displayed on the monthly cash flow view?
Yes. In the Settings tab, you can select the number of months to show in the monthly cash flow view.
How can I view past or future months not listed on the cash flow page?
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.
How do I give an initial amount to my cash flow?
When you sign up for Pulse, you are automatically assigned a default account. To set a starting cash flow amount for this (or any other account), go to the Settings tab, then click “Edit”.
What are the checkboxes next to income and expense items on the month view?
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.
Can I clear my cash flow and start over?
Yes, however, only the owner can clear the cash flow.

To remove all data from your cash flow:
  1. Click on the Billing tab
  2. Scroll to the section labeled “Need to clear your cash flow?” and click on “clear your cash flow”.
  3. From there, you can choose to clear your income data, expense data, or both.
How do I export my cash flow data?
To export your income and expenses from Pulse to a CSV, go to your cash flow view, then choose Export. From there, you’ll be able to set a date range and export your data.
How do I edit or delete an income or expense item?
In the Cash Flow tab, click on the income or expense item you want to edit or delete. You’ll be taken to the item’s entry page, where you can edit or delete the entry.
How do I add a project as an income or expense item?
To add a project as an income or expense item:
  1. Click “add income” or “add expense”.
  2. 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.
  3. Choose the project you’d like to add as an income or expense item.
Can I set up recurring income or expense items?
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.
Can I adjust a previous payment or deposit related to an income or expense item?
Absolutely. To adjust a payment, go to the income or expense item’s entry. Click “adjust payment” next to the payment that you want to change and enter a new amount.
What are inactive items?
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.
How do I set up income and expense categories?
Use categories to keep your income and expenses organized. To create a category, go to the Settings tab and select “Add income category” or “Add expense category”.
Can I import my income and expense data from my accounting software? How do I do it?
Yes. Pulse lets you import your income and expense data from a CSV. To import your data:
  1. Download our template or make sure your CSV matches the format in our template..
  2. In Pulse, go to your cash flow view and choose Import.
  3. Upload your CSV.
  4. After your file is uploaded, you’ll have the opportunity to edit each entry (or row) from your CSV before its imported into Pulse.
  5. When you’re satisfied with your entries, click “Save all import items” to complete your import.

Accounts

What’s an account and how can I use them?
Accounts are a grouping of income and expense items that can be used for tracking or reporting purposes.

They’re designed to be flexible and can be used to differentiate between bank accounts, companies, individuals or between personal and business entries.
How do I add or edit an account?
From your cash flow view, use the Accounts box on to the right of your cash flow view to add or edit accounts. You can also add or edit accounts in the Settings tab.
What is a default account and can I change it?
The account that you use the most often is automatically set as the default account.

To change the default account, go to the Settings tab and click on Accounts. From the accounts listing page, choose “Make default” next to the account that you’d like to set as the default.

Companies

How do I add a company?
Click on the Companies tab, then choose “Add company”. Give the company a name, then click “Add company” to save.
How do I add a project to a company?
Pulse allows you to organize your cash flow by adding projects to companies. Before you can add a project, you have to create a company.

To add a project:
  1. In the Companies tab, choose the company that the project belongs to.
  2. Click on “Add Project”.
  3. Name your project, then save it by clicking “Add Project”.
Once you’ve added a project, you’ll be able to assign income and expense items to that project in your cash flow.
How can I edit or delete a company?
To edit or delete a company:
  1. Click on the Companies tab.
  2. Click on the company that you’d like to edit or delete. You’ll be taken to the company’s entry page.
  3. At the top right of the entry page, choose “Edit Company” to edit your company’s information, or “Delete” to remove the company.
Can I import my companies and projects from Basecamp Classic or High Rise?
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.
What if I use OpenID for my Basecamp Classic account and don’t have a username and password?
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.

Billing

How does the 30-day free trial work?
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.
If I upgrade an existing account, do I get another free trial?
Brand new accounts are the only ones eligible for a 30-day free trial. If you upgrade an existing account, your credit card will be billed the new amount on the date of your next billing cycle.
Do I have to commit to a long-term contract?
No. There is no contract when you use Pulse, other than agreeing to our Terms of Service.
What types of payments do you accept?
We accept payments made online using Visa, Mastercard, Discover, and American Express.
Can I change plans at any time?
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.
Will I be able to cancel my account if I don’t use Pulse?
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.
What happens if we upgrade, downgrade or cancel in the middle of a billing cycle?
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.
How do I update or change my billing information?
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.
Where do I go to log in to my account?
Your Pulse account has its own unique web address that like this: http://yoursite.pulseapp.com.

Replace “yoursite” with the unique name you created when you signed up. Then, go to that URL to log in to your account.

Did you forget your Pulse site address? We’ll email it to you.

Users

Who is the account owner?
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.
How do I add a user to my account?
You can add and edit additional user accounts in the Users tab.
What are users allowed to do?
There are two levels of user accounts:

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.

General

Is my data backed up, secure and confidential?
Absolutely. Our infrastructure is professionally managed so you can trust that your information is safe. All data is backed up locally, and we do nightly backups to an offsite server. Your data is always kept confidential. Please read our privacy policy for more information.
I want to install Pulse on my own computer or server. Can I do that?
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.
Can Pulse handle multiple currencies?
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.
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