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How does the Cash Flow widget calculate my cash flow?

If you’re in Business View, you’ll see a Cash Flow widget on your homepage. This chart summarizes your cash flow, the money coming in and going out of your business.

The chart only pulls data from bank and debit card accounts you connect to online banking. This includes categorized and uncategorized transactions and transactions you've uploaded manually with a CSV. It doesn’t include:

  • Credit card transactions
  • Transactions you've entered manually into QuickBooks
  • Multicurrency transactions

Note: If you disconnect an account, the data won't appear on the chart anymore.

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