Bank Accounts & Credit Cards

• Bank account balances
• Including & excluding bank accounts
• Dealing with credit cards
• Multiple currency accounts
• Bank transfers

Budgets

• How Quick Budget Edit Works
• Setting Budgets
• Set budget from average
• Budget Bars
• Ignoring Budgets
• Notes

Categories & Groups

• Adding new categories
• Adding a group
• Adding categories to a group
• Editing or removing a category
• Editing or removing a group

Exporting

• Reporting in Float
• Exporting to a pdf report
• Exporting to a .csv report

Importing your data

• Initial import
• Importing updated data
• Manual journals
• Payroll

Invoices & bills

• Batch actions
• Batch include/exclude invoices and bills
• Batch set expected date
• Draft invoices (Xero only)
• Include/exclude individual invoices/bills
• Show/hide excluded invoices and bills

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Scenarios

• Base scenario
• Creating a scenario layer
• Import QuickBooks budget (scenario layer)
• Import Xero budget (scenario layer)
• Scenario layer budgets
• Deleting a layer

Settings

• Adding a Company
• Remove company data from Float
• Support login

Users

• Adding a user
• Leaving a company
• Removing a user
• Transfer ownership

Float for Xero & QBO

• 6 steps for getting started with Float
• Step 1: Make sure the bank balances match up
• Step 2: Set up your bank accounts
• Step 3: Double check invoice and bill payment dates
• Step 4: Add in some new cash flow rows
• Step 5: Forecast some sales

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Float for FreeAgent

• Connecting to FreeAgent
• Tracking bank accounts