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.

Go to your Cash Flow tab, and click the gear icon on the furthest right block above the graph:

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Clicking the gear option on the 'Included bank accounts' panel will bring up the following modal.

 

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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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