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studio-briandavi
Level 1

I have tried to create a recurring monthly income payment from my pension, but it doesn't show up in the cash flow forecast. Can anybody tell me why?

 
3 REPLIES 3
GeorgiaC
QuickBooks Team

I have tried to create a recurring monthly income payment from my pension, but it doesn't show up in the cash flow forecast. Can anybody tell me why?

HI studio-briandavi, thanks for joining the QB Community - what transaction type was used for the recurring transaction? :)

studio-briandavi
Level 1

I have tried to create a recurring monthly income payment from my pension, but it doesn't show up in the cash flow forecast. Can anybody tell me why?

I set it up under recurring payments as a deposit.

GeorgiaC
QuickBooks Team

I have tried to create a recurring monthly income payment from my pension, but it doesn't show up in the cash flow forecast. Can anybody tell me why?

Thanks studio-briandavi, currently the cash flow planner utilizes invoices, sales receipts, bills, expenses, and payroll payments. To see how the deposits impact future cash flow, please follow the steps below to add this to your planner (please note, transactions added to the planner aren't actually posting to your QuickBooks account):

 

1. Go to Business overview and select Planner (Take me there).
2. Select Add Transaction.
3. Select Money in if the item is income, or Money out if it's an expense.
4. Give the item a name and enter an amount.
5. If it’s a recurring item, select Repeating. Then select how often the item repeats.
6. When you're done, select Save.

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