In cash flow planner, I want to update a Planned credit card payment from the statement balance to a custom amount, press Save, but the amount is not updated.

I’m here to help so you can successfully update the payment to a custom amount in QuickBooks, @pas4.

Cached data might be the reason behind this. Please know that once the browser's cached files have issues, QuickBooks functionalities may get affected. You can perform some troubleshooting steps to get this fixed.

First, open your QuickBooks Online account in a private or incognito window for testing. You can use these shortcuts keys below for quick navigation:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P

Once logged in, try to update the payment to a custom amount and save it. If the figure change, get back to your regular browser and clear its cache. Doing this helps the program to run better. You can also use other supported browsers as an alternative.

You can read these resources to learn more about tracking and using cash flow planner:

• Track your cash flow in QuickBooks Online
• Use the cash flow planner in QuickBooks Online

Leave us a message if you need further assistance with managing your cash flow. I’m always here to help. Have a good day, and stay safe!

Hi, thanks for your quick response.  

Unfortunately, neither updating the Custom amount in a private window or after clearing cache gave the expected result.  Not working with Chromium-based Edge or Chrome.  Suspect a bug.  

Best,

P

I'm having the same issue, and the prescribed remedy didn't work either. Would love to see this working so I can actually use this paid feature.

Quickbooks is a continual let down in my experience.

Hi, @fbonomo.

I appreciate your time in trying to resolve this issue, and I understand the inconvenience this situation has caused your business. For now, what I recommend is to contact our Customer Care Support Team. 

Here's how:

1. Select Help.
2. Click the Search, then select Contact Us.
3. Type your issue in the field.
4. Select Continue.
5. If you want to connect with us, click the Chat with us or Have us call you.

If you want to learn about tracking your cash flow's amount of money moving in and out of your business, check this article: Track your cash flow in QuickBooks Online.

Don't hesitate to ask more questions about the cash flow planner. We're always here to help.

QBO support please update us on any resolution to this ongoing issue.  It has been nearly two years since the original post.  The Cash Flow Planner could be an awesome feature if it worked as well as the "Projected Balance" feature in Quicken which I have used for years for personal finances.  We pay you over $1000/year for the software.  Fix it!

We appreciate you for bringing this to our attention, @MFABuild. Let me route you to the support to update you about this issue.

We understand that resolving this issue is important to you and your business. As this problem has been ongoing for some time, we recommend contacting our support team for assistance in understanding the latest updates on this issue. Our team has the necessary expertise and tools to help you, and they will provide you with the reasons and steps to resolve this concern. Here's how to contact them:

1. Select Help and click the Search, then choose Contact Us.
2. Enter your concern in the field.
3. Click Continue.
4. To connect with us, click Chat with us or Have us call you.

Moreover, I recommend scanning this article as your guide in tracking cash flow in QBO: Use reports to track cash flow in QuickBooks Online.

You can reply to this post for follow-up queries using a cash flow planner inside QuickBooks Online. I'm always here to assist. Take care!

Every time I save manual inputs to the QuickBooks CashFlow planner nothing saves when I navigate away from the page an come back. This tool is pointless if it can't SAVE the PLANNING that we input. Has this been fixed yet? I'll continue to lean on DryRun, Cashflow Tool, and Syft in the meantime which are all great CashFlow tools among others. But this really needs to be a working feature in QuickBooks online. 

Thank you for the prompt reply @KayePe.  Your quick response shows that Intuit is paying attention and I appreciate that.  The Reports tools are powerful although the process outlined in the link you posted is a lot more time consuming and lacks the immediate feedback and global overview provided by a well designed visual chart.

For anyone who is a visual person and has been using Quicken for personal finances you know that one of the most informative features is the "Projected Balances" line chart which allows customization to show or hide color coded balance data over time by any account that would be classified as "Cash" or "AP" in QBO.  It also accurately utilizes current balance and future transaction data and allows granular modifications to repeating reminders one month in advance.

The "Cash Flow Planner" has some similar features but the ability to customize different cash flow scenarios is flat out broken in some cases as evidenced by the number of posts on the topic in this forum per the following links: Link Link Link Link Link Link Link and probably a few more.

Please elevate this discussion to be a "Feature Request for Cash Flow Planner improvements" to resolve the issues posted in the links above and/or provide similar WORKING functionality to what is available in Quicken's "Projected Balances" feature.

I hear your sentiments, @andriarad.

We appreciate you for sharing your insights with us, @MFABuild. Please be assured that we'll use them to improve your Cash Flow Planner experience in QBO. That said, I'll help you share your valuable feedback to our software engineers, so they'll be aware of these issues and take appropriate action. To do that, go to the Gear icon and select Feedback.

In addition, QBO makes it easy to generate insights about your business by running reports.

Please keep me informed of any additional issues you encounter with the Cash Flow Planner. The Community is here to make sure you receive the appropriate help. Have a great day ahead, and be safe!