Frequently Asked Questions

Cashbook Digital is designed for businesses of all sizes - from freelancers and startups to established companies. It's particularly useful for retail businesses, service providers, consultants, and anyone who needs to track cash flow, manage multiple income streams, or maintain organized financial records without complex accounting software.

No accounting experience is required! Cashbook Digital is designed with simplicity in mind. The intuitive interface guides you through every step, and our help documentation provides clear instructions. If you ever need assistance, our support team is ready to help.

Cashbook Digital offers four user roles: Admin (full system access and user management), Owner (business management and financial oversight), Data Operator (add/edit transactions and basic operations), and Reader (view-only access for reporting). This allows you to control exactly what each team member can see and do within your account.

Absolutely! With our paid plans, you can manage multiple businesses, each with its own cashbooks, contacts, and team members. The Professional plan supports up to 5 businesses, and Enterprise offers unlimited businesses. Each business can have multiple cashbooks for different locations, departments, or projects.

Yes, security is our top priority. We use bank-level 256-bit encryption to protect your data, perform regular security audits, and follow industry best practices. Your financial information is stored securely in the cloud with daily backups. We never share your data with third parties without your explicit consent.

We accept all major credit cards (Visa, MasterCard, American Express) and PayPal. All payments are processed securely through our payment partners, and we never store your payment information on our servers. Enterprise customers may also be eligible for invoice-based billing.

Yes, you can cancel your subscription at any time through your account settings. There are no long-term contracts or cancellation fees. If you cancel, you'll retain access to your paid features until the end of your billing period. After that, your account will automatically downgrade to the free plan, and you'll retain access to your data with free plan limitations.

We offer a 14-day money-back guarantee for new subscriptions. If you're not satisfied with our service within the first 14 days, we'll provide a full refund. After 14 days, refunds are provided at our discretion for exceptional circumstances. Please see our Refund Policy for complete details.

Currently, you can import transaction data via CSV files. We provide templates and guidance to help you format your data correctly. We're also working on direct integrations with popular accounting software. If you need help migrating your data, our support team is happy to assist you through the process.

We offer comprehensive reporting including income statements, expense reports, cash flow analysis, transaction summaries, and custom reports filtered by date range, categories, contacts, or payment methods. All reports can be exported and scheduled for automatic generation.

Yes! Cashbook Digital is fully responsive and works seamlessly on all mobile devices through your web browser. We're also developing dedicated mobile apps for iOS and Android, which will be available soon. The mobile experience allows you to record transactions, view reports, and manage your finances on the go.