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 in your cash flow forecast.

This Task Should Take Less Than 2 Minutes

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  • Login to your account
  • To the left of your screen, just under the main tabs, you will see a blue button that says “Showing [x/x] Bank Accounts”
  • Click the blue button
  • A list of your bank accounts should slide in from the left
  • Initially, all the boxes will be checked and marked ‘Included’
  • Click any checkbox to remove the account from 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 >>

Ewan McCowen

I'm a marketing professional and Babson alum who loves all things business. When not in the office you might find me somewhere in the Scottish Highlands, fishing or wild camping.