WEALTHFLOW OS
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CLR
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Forgot PIN? (Click to Reset)
Settings & Data
App License
Manage & Group Accounts
ACCOUNT NAME
TYPE
PAYCHECK $
Stock / Brokerage
Retirement
Bank
Physical Cash / Wallet
Credit Card
+ Add Account
Custom Names (Tabs)
Security
Danger Zone
🧨 Factory Reset (Wipe Memory)
Save Settings & Close
Cancel
Pay Credit Card:
Amount to Pay ($)
Pay From (Source)
Submit Payment
Cancel
Transfer Money
Date
Amount ($)
From Account (Source)
To Account (Destination)
Complete Transfer
Cancel
🏧 ATM Withdrawal (Bank to Cash)
Date
Withdraw Amount ($)
From Bank Account
To Wallet (Destination)
🏢 Biz Loose Cash
🏠 Personal Pocket Cash
Withdraw Cash
Cancel
Edit Category:
Category Name
Type
Expense
Income / Deposit
Recurrent Auto-Pay? (Yellow Highlight)
Yes
No
Default Auto-Pay Amount ($)
Day of Month
Save Changes
Cancel
💵 Business Cash Safe
Loose Cash Available:
$0.00
🔁 Quick Sweep
🧮 Count & Move
🏦 Bank Deposit
Instantly move uncounted cash from the Loose Drawer to the Safe.
Amount to Sweep ($)
Date
Sweep to Safe
$100
0
$50
0
$20
0
$10
0
$5
0
$1
0
Count $100s
Count $50s
Count $20s
Count $10s
Count $5s
Count $1s
Selected Total:
$0.00
Date Counted
Log & Lock in Safe
Deposit To Bank Account
Spreadsheet Category (Optional)
Date Deposited
Total Amount to Deposit ($)
Log Bank Deposit (Removes from Safe)
Fix Safe Balance (Count Over/Short)
Cancel / Close
WealthFlow OS
by Larry Nguyen
⚪ BROWSER MEMORY (UNLINKED)
📁 CONNECT
⬇️ BACKUP
Live Prices
Settings
Day
Month
YTD
All
Net Worth (All-Time)
$0.00
Total Holdings (Live)
$0.00
Realized P&L (Period)
$0.00
Open P&L (Live)
$0.00
Total Buying Power (Cash)
$0.00
Credit Debt
$0.00
Win Rate (Period)
0%
Active Trades (Total)
0
📈 Log Trade
💳 Cash / Spend
🔒 Balances per Account
🔒 Personal Bills
🔒 Business
Date
Account
Ticker
Side
Long
Short
Buy Call
Sell Call
Buy Put
Sell Put
Qty
Entry $
Stop $
Exit $
LOG TRADE
CANCEL EDIT
Trade Ledger (Stocks & Options Only)
🗑 Delete Selected
Date ↕
Acct ↕
Ticker ↕
Side ↕
Qty ↕
Entry ↕
Stop ↕
Exit/Cur ↕
P&L ↕
% Total ↕
Day % ↕
R
Status / Act ↕
Date
Account
Description / Category
Type
Deposit / Income
Expense / Spend
Zelle / Transfer IN (+)
Zelle / Transfer OUT (-)
Amount $
LOG BANK EVENT
🔄 TRANSFER MONEY
🏧 ATM WITHDRAW
Cash, Bank & Spend Ledger
🗑 Delete Selected
Date ↕
Acct ↕
Description ↕
Type ↕
Amount ↕
Action
Year
Global Default Account (Fallback)
🔄 Sync Auto-Pay
+ Add Custom Bill
Category Name
Pay From (Acct)
Type
Expense
Income
Recurrent Auto-Pay?
Yes
No
Default $
Day of Month
ADD BILL
💸 Log Pocket Cash Spend
Draw from Biz Loose Cash
Date
Category
Amount $
LOG SPEND
YTD Income:
YTD Expense:
Net Cashflow:
💸 Cash Spent:
Category & Auto-Pay Acct
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
YTD Total
Personal Ledger Logs (Auto-Synced)
🗑 Delete Selected
Date ↕
Acct ↕
Category ↕
Type ↕
Amount ↕
Action
Year
Global Default Account (Fallback)
My Payday Schedule
1st & 15th (Semi-Monthly)
Every Other Friday (Bi-Weekly)
🔄 Sync Auto-Pay
💅 Payout Tech Tips (Cash)
Date
Tech Name
Tip Amount $
PAYOUT FROM LOOSE CASH
📥 Log Loose Cash Sales
Date
Category
Amount $
LOG INCOME TO LOOSE CASH
💸 Spend Biz Pocket Cash
Date
Category
Amount $
DEDUCT FROM LOOSE CASH
Total Physical Biz Cash
$0.00
Loose:
$0.00
| Safe:
$0.00
💵 Manage Safe & Deposits
YTD Income:
YTD Expense:
Net Profit:
💸 Loose Cash Spent:
Category & Auto-Pay Acct
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
YTD Total
Business Ledger Logs (Auto-Synced)
🗑 Delete Selected
Date ↕
Acct ↕
Category ↕
Type ↕
Amount ↕
Action