Step 2: Set up your bank accounts


Now that you're happy with the balances for each account it's time to decide which to include in the cash flow. By default Float imports all bank accounts and credit cards linked to your accounting platform but it's totally up to you which of these are included in the cash flow.

  • With the bank account popover open you'll be able to see the details of all bank accounts and credit cards. You'll see that all are currently ticked to be included
  • Untick the check box for any accounts you don't want to include
  • Hit 'Save' and the cash flow will be updated with your changes, simple as that.

If at any point you want to re-include an account simply follow these steps and re-tick the box.

Now on to invoices and bills. 


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