Cash Manager Step 1 Add Cash Accounts
Your cash accounts are the starting point for building your Cash Manager picture. In this video, we add an operating checking account and a business savings account, enter the current balance for each, and begin building the Dashboard. Cash Manager does not connect to your bank or automatically import transactions, so you start with the balance currently showing in each account and maintain the activity going forward. This gives you a current cash starting point before adding bills, expected receivables, and reserves in the remaining setup steps.
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