How to exclude bank account?

You have the ability to exclude individual accounts from your cash flow forecast.
To do this, follow these steps:

  1. Navigate to the Cash Flow Forecast tab.
  2. Click on the Settings button.
  3. Select the Cash Accounts tab.
  4. Here, you can toggle individual cash accounts on or off based on your preference.
  5. Don’t forget to save your changes.

Please note that you'll need to update your financials for these changes to take effect in your forecasts.
If you have any further questions, feel free to reach out.

Mar 27, 2025

Contact Us

Not finding what you're looking for? Contact Us Directly