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chrismartin97
Level 2

Cash Flow Planner keeps re-adding deleted transactions

In Quickbooks Online, I am trying to work wit the cash flow planner and i can't seem to get it to remove the "predicted" credit card payments.  for one, its forecasting a credit card payment that has already been made so having that in the forecast is double counting.  Second, for future credit card projections, when I delete those and click away from the cash flow planner and come back, they return.  

 

What I would like to do is add my own predictions for cash flow and remove the automated predictions.  I've searched the community and reviewed all the videos and pages about using the cash flow planner and can't find a way to do this.  I did find this thread with others complaining about turning off predictions in the dashboard.  I think this may be related but unsure.

 

How can I turn OFF predictions on the cash flow planner on my main Dashboard in QBO? I want to see m...

Solved
Best answer August 30, 2022

Best Answers
chrismartin97
Level 2

Cash Flow Planner keeps re-adding deleted transactions

thank you for the reply.  It really seems like a bug that I can delete those transactions and it looks like it works.  Its only after I click off the report and come back that they re-appear.  Nonetheless, I've submitted feedback as requested.  Hopefully this is something that can be corrected promptly.

 

I will accept this as a solution as I know there's nothing else that can be done from a community perspective but I'm hoping the real solution comes from the developers in a near term release.

 

Thanks

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2 Comments 2
SashaMC
Moderator

Cash Flow Planner keeps re-adding deleted transactions

Hello chrismartin97,

 

Thanks for reaching out to the Community! As of right now, there isn't a way for you to add your own prediction for the cash flow planner. QuickBooks is set up to do it automatically. What I can do is submit feedback to our Developers about including this in the future. I encourage you to do the same, and you can even manage the requests.

 

If you have any other questions, don't hesitate to let me know! I will be around. Take care! 

chrismartin97
Level 2

Cash Flow Planner keeps re-adding deleted transactions

thank you for the reply.  It really seems like a bug that I can delete those transactions and it looks like it works.  Its only after I click off the report and come back that they re-appear.  Nonetheless, I've submitted feedback as requested.  Hopefully this is something that can be corrected promptly.

 

I will accept this as a solution as I know there's nothing else that can be done from a community perspective but I'm hoping the real solution comes from the developers in a near term release.

 

Thanks

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