How to make sure your starting balance in Float is always accurate and up to date

The more you reconcile/match the data in your accounting package, the more accurate your starting balance in Float will be.

We highly recommend you explain your transactions in your accounting software every day. Or, if you can’t do it that often, every week. Because if you aren’t up-to-date, you’re out of date.

However, if you are able to keep your reconciliation/matching up-to-date, Float will dynamically update your starting balance, ensuring that it is always accurate and, therefore, that your cash flow forecast is as accurate as possible.

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