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  1. Float
  2. Using & Understanding Float
  3. Getting started

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
  • Step 6: Test out a different scenario
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