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Step 2: Check Your Balance is Correct

It’s important that Float has the right information in order to accurately predict what your future bank balance will be.

This task should only take a few minutes

Have a look at your Float balance for today in the top left-hand corner. Is this the number you expect to see?

If the number is what you expect to see then all is good in the world! Please proceed with your set up!

If the number is different from what you expected, please follow the steps below:

Troubleshooting balance in Float

Have you included or excluded bank accounts?

No – Float automatically pulls in all of your connected bank accounts, which can sometimes lead to seeing an unexpected figure. You can include/exclude accounts by reading this guide.

Yes – If you’ve already played with including/excluding bank accounts in Float, it might be worth checking you have definitely set up the view you want. If you are certain that your bank accounts are set up correctly, please continue reading.

Check your balance in your accounting software. Does the balance in your accounting software match your Float balance?

Yes – You probably have unreconciled bank transactions. We recommend you reconcile your books now. We recommend that you reconcile your transactions with your accounting software at least weekly in order to have an accurate starting point for your forecasting. You can read more about that here.

No – It looks like something may have gone wrong with your import. Please contact customer support by clicking on the chat button at the bottom right hand of your screen.

 

Up Next – Step 3: Group Your Office Costs Into a Single Row >>

Float

Float is cash flow forecasting and management software for Xero, QuickBooks and FreeAgent. Start your 14 day free trial at floatapp.com/sign_up