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May 10, 2024
Question

My cash flow planner is connected to my bank account. However, the planner just shows the money flowing OUT and not the money flowing IN. How can i fix this?

  • May 10, 2024
  • 1 reply
  • 0 views
I've watched some videos about how to use the cash flow planner, but all assume it has both money in and out. I don't see a setting where this is controlled, though I do see that my bank(checking) account is connected.

1 reply

Clark_B
May 10, 2024

I appreciate you taking the time to express your concerns, @thrivetherapyspa.

 

Let me provide information on why you're not seeing the money flowing into your QuickBooks Online (QBO) account from your planner.

 

To begin with, if you're referring to the money in the Cash Balance tab, it depends on the bank that you've connected. To fix this issue, you can manually update your bank to get all the transactions. To do so, follow the steps below:

 

  1. Go to Transactions, then select Bank Transactions.
  2. Select Update.

 

For reference, you can check this article: Bank errors and missing transactions

 

However, if you're referring to the entries in the Money in/out tab, you can add the downloaded bank feeds transactions or manually enter them to resolve the issue.

 

I've included an article to help you reconcile your accounts so they always match your bank and credit card statements: Reconcile an account

 

Let me know if you need further assistance with resolving the issue of the planner not showing money in, @thrivetherapyspa. I'm here to provide you with any necessary information.