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Level 1

How to remove cash flow planner from my dashboard

cash flow planner has appeared on my ds=ashdoard. I do not want it there. How do I remove it..??
QuickBooks Team

How to remove cash flow planner from my dashboard

Hi there, @phil64.


The option to turn off or remove the cash flow planner on your dashboard is currently unavailable.


I understand that you don't want to have this feature on your dashboard. For now, I suggest submitting feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To submit feedback, you can go to the Gear icon and select Feedback.


You might also want to visit our feedback forum to check the recent updates made in QuickBooks.


Just in case you want to learn more about cash flow planned and how it works, you can read this article for more details: Use the Cash Flow planner to predict future income and expenses.


I'm still open to your replies if you have other concerns about the cash flow planner. Have a great day ahead!

Level 4

How to remove cash flow planner from my dashboard

I don't want the cashflow planner either. Just because it's a feature QB want to push doesn't mean I need it for my business. It's inaccurate,. doesn't pick up regular Journal entries and so is useless and just takes up space whereas I like the P&L which is relegated to the second row. 



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