How to change the start date of the Planner (cash flow projection) - Intuit themselves dont even know the answer. So, my accounts start from March 25, not June 24?

I understand how important it is to have your accounts accurately reflect your fiscal start date, Richard. Let me provide further information on this below.

To assist you better, could you please specify the exact start date you're looking for? Any additional information would be greatly appreciated. Currently, the system shows July 1, 2024, in the 12-month Planner window since predictions cannot extend beyond three months into the future. Nevertheless, you can still add items.

If you want to change the months displayed in the Planner, we cannot make those adjustments directly. However, you can automatically update the displayed months based on the current date of the selected reporting period.

Additionally, please know that the Planner's cash balance reflects the total from your bank accounts linked to your QuickBooks Online (QBO) account.

Please check out this article for detailed information on how to manage the cash flow planner in QuickBooks: Use the cash flow planner.

Moreover, I will attach these articles as a reference and guide to your future tasks:

• How QuickBooks Online calculates your cash flow
• Use reports to track cash flow in QuickBooks Online

I'll be around if you have any inquiries or questions about managing your Planner in QBO. You can save this thread or tag us along your post by hitting the Reply button below, and I will be glad to offer a helping hand.