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Mark Armistead
Level 7

Backwards Step - Planner/Cashflow

Seems the little pixies in the dev team have been playing games again. 'Fixing' something that wasn't broken. Now we have less information and downgraded quality of data at monthly intervals instead of daily. Also we now don't have a rolling 12 months with missing two month historical.

Where do Intuit get their requests from on how to change the product as we've gone from Intuit saying they were going to remove the Planner to now make a complete hash of it. We've gone from being told, out of the blue, that it was being removed, now we have this complete mess of a 'feature'

I've sent in my feedback, for what it's worth.

 

Screenshot 2024-09-09 at 13.34.36.png

6 REPLIES 6
GeorgiaC
QuickBooks Team

Backwards Step - Planner/Cashflow

Hi Mark, thanks for sharing your feedback on the recent changes to the Cash Flow Planner. 

 

We specifically discontinued the Forecast feature back in March, so we're sorry for any confusion caused by the miscommunication. The CFP itself will remain in product and is an area that we're continuing to develop with the power of AI. 

Mark Armistead
Level 7

Backwards Step - Planner/Cashflow

Since the update the planner is nothing but useless. The is s backwards step as I used the planner/cashflow as an indicated and visualisation of how the business was and will be performing. Being dyslexic graphs help tremendously. Thanks for NOT accommodating people with disabilities in your downgrade of this section. Increase in subs, reduction in functionality. Way to go Intuit.

GeorgiaC
QuickBooks Team

Backwards Step - Planner/Cashflow

Hi Mark, thanks for sharing these additional comments. We appreciate many businesses benefit from forecasting tools and we removed this to focus on improvements. 

 

There will be a new solution coming in the future (TBD) that will be a great improvement to the previous projected revenue feature and this will be powered by AI. 

Mark Armistead
Level 7

Backwards Step - Planner/Cashflow

I'd be looking forward to any improvements Georgia, we all will. Not sure how AI will make a difference to actual figures in the books, it's pretty black and white and with cashflow predictions being used going back to the days of the quill. 

paul72
Level 8

Backwards Step - Planner/Cashflow

Powered by AI?

OMG!

 

I can just imagine the developers meeting...

- some users (you remember? the ones that pay us every month for the system?) have asked us to fix a few UI bugs that we seem to have introduced in the last few months.

- never mind that, the Marketing Dept wants something/anything to be powered by AI so they can have a crack at trademarking the phrase.

- but only if we've got something that is shiny & new & vaguely Powered by AI (TM)

- come on devs, get cracking with the AI crystal ball for cashflow forecasting!

- what about what the users have asked about?

- who cares, that trademark is not going to register itself.

- all together (*chanting*) "AI", "AI", "AI", "AI", "AI"

Mark Armistead
Level 7

Backwards Step - Planner/Cashflow

Perfectly put @paul72. No idea what AI can do for the dull world of accounting. They can't even get the basics right for crying out loud, like send emails, cursors in boxes, display a graphs from data...

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