Missing Accounts

When Float imports data from your accounting platform any accounts that contain transactions will automatically be added into the cash flow table.

Any accounts that don’t have values (empty) are stored within the 'Manage table layout' option, where they can be manually added into the main cash flow table.

If an account isn’t in the cash flow and has a new transaction assigned to it in your accounting platform, it will automatically be added into the cash flow on the next sync.

To manually add in one of these accounts, simply select 'Manage table layout (shown above the left side of the cashflow table) and hit the ‘Add account’ option. Here you will be shown a list of all the available accounts from your accounting platform that can be added to the cash flow. Once added, the new account can be assigned to a group and budgeted against in the same way as an account with a value.

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