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FPO
Level 1

Changing default settings of Cash Flow Planner

Hello there,

I have found myself using the cash flow planner function in QBO frequently, as I am starting up a new business and find it convenient to get a snap shot during these early months.  I know it is a "convenience" feature at best of QBO, but I am wondering if there is a way to change the default settings of what is presented on the planner?  Example, each time I view the planner, QBO offers "Predicted" items in my cash flow that aren't helpful.  Every time I check the planner, I have to change the filters for some of these items rather than just seeing what I want to in the first place.  Any thoughts?

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