I'm excited to hear that you've learned about one of our newest features, the Cash Flow Planner, and that you're looking forward to using it. I'll gladly go over this with you.
The Cash Flow Planner is an intuitive tool that uses your historical and current data to predict your money movement for a three-month period. This tool was designed with business owners in mind, and we've recently begun rolling it out to customers. In light of that, don't worry that you're not seeing it in your account quite yet! It's on it's way.
In the meantime, here are some of our articles to get you better acquainted with this new feature. Feel free to read them over.