I appreciate you, JWM5 for bringing this to our attention. I'm here to assist you in finding the most effective solutions to resolve this issue promptly. Together, we can identify the best approach to address your concern.
To ensure accurate tracking of expenses in the Cash Flow Planner, it's important to ensure that all money-in and money-out transactions are automatically reflected. If you notice any missing entries, there are several solutions available to rectify the issue.
We need to ensure the planner's transaction list is updated promptly. It's necessary to verify that those expenses have not been labeled as "Overdue" transactions. To do this manually, click the Update button to update the transaction list accordingly.
I also take it that you've also connected your bank to the Online Banking feature. Let's make sure that those expenses are categorized and added to your books, so they would flow to the planner properly.
I've added this resource as a future reference for using a cashflow planner: Use the cashflow planner.
If you need any further assistance on how to use cash flow in QuickBooks Online, I'm just a message away. Feel free to reply to this, and I'll be delighted to provide additional guidance. I look forward to hearing from you and helping in any way I can!
