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Step 1: Include the Accounts You Want to See

Float pulls in all the bank feeds you have connected in your accounting platform. You have total control over which accounts you want to include within your cash flow forecast.

This Task Should Take Less Than 2 Minutes

  • Log-in to your account
  • To the right of your screen, just under the main tabs, you will see a cog icon in the top right corner of the sector that reads “Included Bank Accounts”
  • Click the cog icon
  • A list of your bank accounts will appear in a pop-up modal
  • Initially, all of the sliders will be set to “on” and will appear blue
  • Click the sliders to include/exclude your preferred bank accounts in your forecast

 

 

Interesting fact: the most common accounts people choose to exclude are Savings Accounts and Credit Cards

 

Up Next – Step 2: Check Your Balance is Correct >>

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