Including & excluding bank accounts


In Float you can specify which bank accounts and credit cards are included in the cash flow, so if there are accounts you don't want included we've got you covered.

On the left side of the cash flow you will see the 'Total reconciled cash' figure and just below it an option for managing the included accounts.

Hitting the 'Manage bank accounts' option will bring up the following modal.

From here you can select which bank accounts and credit cards are included in the cash flow, along with view any archived accounts that may have been imported. Once you hit save the cash flow will automatically be recalculated based on the selected accounts. It's important to mention that when an account is excluded any transactions related to that account will also be removed from the cash flow.

If you're wondering how to handle your credit cards we explain a couple of options here.

Note: As the bank accounts and credit cards are directly pulled from your accounting platform it's not possible to alter the name or balance of these directly in Float.


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