Changing default settings of Cash Flow Planner

Welcome to the Community, FPO.

Yes, it's possible. You'll have control over the data you see in your planner. All you need to do is customize it. I'll show you how.

1. Go to the Cash Flow menu, then select Planner.
2. On the planner page, select the small gear ⚙ icon.
3. Select your preference.
   • In the Linked accounts section, you can select accounts that will show in the cash balance and in the money in and money out chart. If you don’t see an account listed, select the plus + icon to make sure it’s available. 
   • In the QuickBooks section,  you can select the QuickBooks transaction types you wish to see on your chart. Each of its transactions imports from QuickBooks (such as future-dated invoices or bills) and analyzes to generate predicted items on the planner in the future.
   • In the Threshold section, you can keep a cash buffer of a certain amount on hand that will appear on the chart to help you visualize your cash threshold.
4. Select Save.

Check out this article for more details: Use the cash flow planner in QuickBooks Online.

Here are some additional useful sources you can read about the said feature:

• How QuickBooks calculates your cash flow
• Track your cash flow in QuickBooks Online

Drop a comment below if you need anything else. I'm here to do everything I can to help you. Take care and stay safe.

Thank you, but I don't think that completely answers my quesstion:

First, What/where is this "

• In the QuickBooks section,  you can select the QuickBooks transaction types you wish to see on your chart. Each of its transactions imports from QuickBooks (such as future-dated invoices or bills) and analyzes to generate predicted items on the planner in the future."

I don't have that on my options.  I just have linked accounts and threshold options.

I have Filters to turn on an off while I am viewing the cash flow at that moment, but I want to turn off predictions permanently...

I also would like an option to turn off certain transactions when looking at the planner. Specifically I don't like having the Estimates nor credit card show up on the planner because the credit card double-dips from transactions that are reoccurring and the estimates are not always guaranteed. It's annoying to have to turn those filters each time I access the planner.

Turning off the predictions on your cash flow is currently unavailable, @FPO. I know that having the ability to personalize your dashboard can make it easier for you to organize your data.

The option to turn off default filters (credit cards, estimates) is currently unavailable, @t-bes. I know that turning off these filters takes time for your work. 

However, I'd love to inform you that our developers are currently collecting and assessing new features that can meet the requirements of our customers. I suggest sending Feedback to our Product Engineers.

Here's how:

1. Go to the Gear icon. 
2. Under Profile, select Feedback.
3. Provide your opinions and suggestions. 
4. Click Next.

You can check and track feature requests through the QuickBooks Online feature request website. Also, to keep updated with any upcoming QuickBooks enhancements, you can visit this blog: Small Business Tips, Ideas, and Resources | QuickBooks Blog.

If you still have any questions about your cash flow. I'll be here to assist you. Have a great day, and take care.