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Planner_user
Level 2

cash flow planner now only allowing 12 month view VS 24. not good for me (and I imagine others, too)!

Please restore of the 24-month view within the QuickBooks Online Cash Flow Planner. As a business owner, the recent reduction to a 12-month maximum range significantly hinders my ability to perform long-term strategic planning.

While I understand the rollout of the new "Forecasting" tool, it is currently an insufficient replacement for the Cash Flow Planner for the following reasons:

Reliance on Historical Averages vs. Future Reality: The standard Forecast tool relies heavily on historical averages. For my business, past performance is NOT a predictor of future results. We input future invoices/estimates for projects with appropriate timing, etc. These vary significantly year to year and using historical average is not accurate.

The Power of Future Invoices/Estimates: The Cash Flow Planner’s greatest strength is its ability to pull in actual invoices and estimates already created in QuickBooks. This provides a "ground truth" forecast that historical averages simply cannot match.

Operational Visibility: Many of our contracts and project timelines extend beyond 12 months. By capping the view at one year (which then only graphs 2 months beyond current month), QuickBooks has effectively blinded us to the cash flow impact of invoices and milestones already scheduled for next "window."

The Cash Flow Planner is one of the most functional tools in QBO because it bridges the gap between accounting and proactive management. Please bring back the "24-month" range so we can continue to use our real-time data to plan for our business's long-term health.

 

6 Comments 6
Raldwin_D
QuickBooks Team

cash flow planner now only allowing 12 month view VS 24. not good for me (and I imagine others, too)!

Hello there, @Planner_user.

 

I recognize the significance of this feature to you. You are encouraged to share your thoughts and suggestions using our feedback channel.

 

In QuickBooks Online (QBO), our product engineers are actively working to enhance the display experience and better meet our customers’ needs. Your input is extremely valuable to us, and our team is always ready to listen and consider your suggestions for future software updates.

 

Here’s how you can submit your feedback:

 

  1. Go to the Gear icon and select Feedback.
  2. Enter a brief description of your product suggestion.
  3. Click Next to submit. 
     

If you have any further questions about QBO, please don't hesitate to ask by leaving a reply below.

Proph
Level 1

cash flow planner now only allowing 12 month view VS 24. not good for me (and I imagine others, too)!

This is wonderful... because I have the same concern for our business, and 'the gear' prompted a form email that pointed me here. 

 

Someone... somewhere... decided that 'forecasting' cash flow meant showing 75% of the past and only 25% of the future. 

 

Please restore.. please?!

MichaelaS
QuickBooks Team

cash flow planner now only allowing 12 month view VS 24. not good for me (and I imagine others, too)!

Hi, Proph.
 

I understand how important forecasting is for managing your business's cash flow. Our engineers are actively working on reintroducing this feature, as we truly value your input and recognize its significance to you and other users.
 

While we don’t have updates at this time, I encourage you to submit your request directly to our product engineers. This helps underscore the importance of this feature to consider this in the future software updates.
 

Here’s how you can submit your feedback:
 

  1. Go to the Gear icon and select Feedback.
  2. Enter a brief description of your product suggestion.
  3. Click Next to submit.


Please don't hesitate to leave us a response if you have other questions or concerns.

Planner_user
Level 2

cash flow planner now only allowing 12 month view VS 24. not good for me (and I imagine others, too)!

It looks like the 24 month option was added back into the selectable months in CFP a day or so ago and that is VERY good to see. However, the graph when displayed using ANY of the available months "view" is very compressed on the vertical access. In other words the graph is very "squished" down vertically and makes it harder to view and be useful. I wish the default was "taller" or if I could resize/drag border graph size. This was not the behavior a week ago and going way back 

Planner_user
Level 2

cash flow planner now only allowing 12 month view VS 24. not good for me (and I imagine others, too)!

It looks like the 24 month option was added back into the selectable months in CFP a day or so ago and that is VERY good to see. However, the graph when displayed using ANY of the available months "view" is very compressed on the vertical access. In other words the graph is very "squished" down vertically and makes it harder to view and be useful. I wish the default was "taller" or if I could resize/drag border graph size. This was not the behavior a week ago and going way back. I did submit this request in shorter format within QBO using the "Give Feedback" function yesterday so hopefully a fix sometime in the future. 

Juicewood
Level 1

cash flow planner now only allowing 12 month view VS 24. not good for me (and I imagine others, too)!

I totally agree, and when it landed last week I complained straightaway as I hadn't realised it was being sunset. I said to the agent it was one of the best user features and to sunset it ahead of the AI dream replacement I was being sold was madness.

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