Thank you for bringing your concern to our attention, @nanette6.
Yes, it is possible to check your transactions in advance in the cash flow planner.
The cash flow planner helps you check the money in and money out of your business. This enables you to make well-informed financial decisions about when to save, spend, borrow, and move funds. It forecasts future recurring income and expenses using past data from your bank accounts connected to QuickBooks Online (QBO).
To do so, here’s how:
- On the left navigation bar, go to Cash Flow and select Planner.
- You can change the “Time Period” located under today’s balance to enable you to check the future run of the business. Then, select your preferred Time Period.
You can also add and adjust future events by clicking the Add item button.
Learn more about with cash flow planner and how it forecast your transaction by checking out this article.
If you still have concerns regarding with you cash flow planner, you can always hit the Reply button. I am hoping your business will prosper and have a great day!
