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For Individuals

Cashflow INSITE™ is a personal financial manager that learns and adapts so that tracking your spending is effortless. You can upload your bank and credit card transactions, categorize them, and get a breakdown of where your money is going.

Even better, Cashflow INSITE™ uses a unique and powerful budgeting approach in the form of Lifestyle Models, which you can use to proactively track your spending and ensure that you're staying within your budgetary limits. Choose one of our lifestyle models, or create a custom lifestyle model tailored specifically to you.

Cashflow INSITE Consumer is $9.99 USD per month. This charge does not apply to consumers that are linked to a subscribed Cashflow INSITE advisor.

To get started, create an account, download transactions from your online bank, and upload them to Cashflow INSITE™. If you just want to check us out, you can also download a sample bank transaction file on the Import page after you've signed up. If you're already a member, sign in to access your account.


  • See a consolidated view of all your credit card and bank debit transactions, even if you have accounts with several different banks.
  • Choose a lifestyle model to set limits for broad categories of spending and track your spending within and across model categories.
  • Find areas where you can save money and monitor your spending in various categories to help you stay within your budget.
  • Create your own categories, and attach notes to your transactions to allow you to determine what they were for, even years later.
  • Cashflow INSITE™ uses classification technology to categorize similar transactions automatically on upload or, if there's some uncertainty, suggest a possible category, which means less work for you.
  • Cashflow INSITE™ Assistant (Windows only) for faster and easier transaction upload.


In order to use Cashflow INSITE™, you must meet the following requirements.

  • Internet Explorer 6.x (or later), Firefox 2.x (or later), Google Chrome, or Safari. IE 8 users should enable compatibility view.
  • Microsoft Silverlight must be installed for certain pages in the application to function correctly. You will be prompted to install it within Cashflow INSITE, if you do not have it installed already, for pages that require it.
  • JavaScript must be enabled
  • Cookies must be enabled. If you have cookies disabled, you will need to add Cashflow INSITE™.com as an exception in your browser's settings for the site to function correctly.
  • OFX, OFC, or QFX files containing your bank and credit card transactions, which you can download from your online banking site. When you download your transactions, please choose OFX, OFC, or QFX as the type of file. Your bank may describe this format as "Microsoft Money" or "Quicken".
  • Cashflow INSITE™ uses pop-up dialogs to gather input for certain functions, so you may need to adjust your browser's settings to allow pop-ups from Cashflow INSITE™.com


Cashflow INSITE employs a layered, defense in depth approach to security. We continually work to maintain our online security to levels at, or above, industry standards.
Security controls used by Cashflow INSITE include:

  • Use of Secure Socket Layers (SSL) AES-128 encryption to protect the information you are transferring via the internet.
  • Protection of all sensitive information stored in the database using AES-256 encryption.
  • Automatic account lock out after several consecutive sign-in failures.
  • Automatic session termination when extended inactivity is detected. This will help to protect your information when called away from your computer.
  • Enforcement of strong passwords. When setting your passwords, we provide an indication of its strength to further encourage the use of strong passwords.
  • Enforcement of periodic password changes.
  • Use of security question challenges on change of expired, or temporary passwords.
  • Masking of displayed account numbers, so your bank account number, or credit card numbers are never displayed, and cannot be viewed by someone looking over your shoulder.
  • Use of anti-virus software on all servers, regularly updated to protect against old and new threats.
  • Regular patching of all servers with the latest security patches.
  • Use of state-of-the-art firewalls and other infrastructure mechanisms to protect against attacks.
  • Authentication and authorization checks when sensitive data is accessed, and the access is logged.
  • Regular reviews of our security practices and technology updates.
  • Regular reviews to ensure our security and privacy policies and standards reflect an industry leading position.

Note: No money can be transferred or moved using Cashflow INSITE.

Cashflow INSITE™ is always changing and improving. If you have questions or comments, please send an email to