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Feb 1, 2024 1:05 PM UTC
Question

Cash flow planner has lost information about historic transactions in a bank account I closed. It is still in chart of accounts. Can it be restored?

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1 reply

Feb 1, 2024 3:14 PM UTC

Thanks for joining the Community, @Helen Elcock 

 

The cash flow planner uses historical data from your connected bank accounts to forecast future recurring income and expenses. For further information on the planner, including how to manually include data, please see here.