Insights

• Insights
• Single Account deep dive
• Accounts to watch (cash in)
• Accounts to watch (cash out)
• Budget Variance
• Overall Cash in vs. Cash out

See all 7 articles

Your Float Starting Balance

• The difference between Base and Actual figures
• Where can I find my starting balance?
• How does Float calculate my starting balance?
• What’s the difference between my starting cash balance and my bank balance?
• How to make sure your starting balance in Float is always accurate and up to date
• My starting balance in Float is wrong - what can I do?

Bank Accounts & Credit Cards

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

Expected dates on bills and invoices

• Changing expected dates on invoices and bills
• Where can I see my upcoming invoices and bills in Float?
• Can I ignore invoices and bills in Float?
• If I change/ignore an invoice or bill in Float will it change data in my accounting platform?
• Float is showing overdue bills/invoices from months/years ago - what can I do?
• Some bills/invoices are missing - what can I do?

See all 7 articles

Budgets

• What are budgets?
• Creating budgets
• Weekly Budgeting
• Increasing and decreasing budgets
• Budgeting for a specific time period
• Moving budgets between months

See all 12 articles

How to Forecast in Float

• How to set up your forecast
• Missing Accounts
• Does Float automatically calculate my tax?
• Can Float do weekly forecasting?
• I don't want to see all of my accounting codes - can I group them to make the table simpler?
• How to forecast quickly in Float

See all 7 articles

Categories & Groups

• How Group Totals impact the Total Cash in/Cash out figure
• Re-order my Accounts
• Adding new Accounts
• Creating a group
• Editing or removing an Account
• Editing or removing a group

Exporting

• Exporting to a pdf report
• Exporting to a .csv report

Importing your data

• Connect a company
• Importing updated data
• Manual journals
• Payroll

Invoices & bills

• Hidden Bills/Invoices
• Batch actions
• Batch include/exclude invoices and bills
• Batch set expected date
• Draft invoices (Xero only)
• Include/exclude individual invoices/bills

See all 9 articles

Scenarios

• Can a scenario become the 'base'?
• Moving budgets between scenarios
• Scenario Layer Budgets
• Duplicating a Scenario
• Base scenario
• Creating a scenario layer

See all 8 articles

Settings

• Remove company data from Float
• Support login

Users

• How to add a client as a user
• Adding a user
• Leaving a company
• Removing a user
• Transfer ownership

Getting started

• 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

See all 7 articles