Fluidly will include anything listed as a "bank account" within your accounting software in the forecast by default. This can include not just current accounts, but mortgage and savings accounts, credit cards, pre-paid cards and so on. 

So what?


We recognise that you may not wish to include all of these within your cashflow forecast and so these can be adjusted by clicking either the cog icon that sits above cash balance graph or by clicking the hyperlink at the end of "This includes x out of y of your bank accounts". 

Now what?


You will then be presented with a new screen displaying these accounts, allowing you to toggle them on and off.

When removing an account from the cashflow forecast, all historic transactions will be removed from the forecast, however any predictions generated on the back of this data will remain.

If wishing to remove these predictions, check out this article on how to do so.

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