Creating Current Cash Reports
Click “Balances” on the navigation menu to get started
Select the add snack icon in the top right corner of the Balances page
Click “Current Cash”
After the new Current Cash configuration appears, input a name for the Current Cash snack, and configure the metric settings in the top section
Use the search bar to find specific accounts that you’d like to aggregate. Click the check mark to select an individual account, or click the check mark in the heading to select all returned accounts. Finally, click the blue button to add the selected accounts into the calculation.
The sum of the selected accounts will populate in the middle section. Click “Done” to add your Current Cash object to the top carousel of the Balances Page
The report will then be pinned to the far right side of the Balances Page carousel
Editing Current Cash Reports
Click the three dots in the top right corner of a snack to:
Edit any of the Current Cash configuration fields
Show/Hide the bar chart of historical values
(last 7 days is fixed)
Show/Hide the Account Type breakdown summary
(ex: Operating, Investment, Other, Debt)
Duplicate the Current Cash snack
Or remove the snack from the Balances Page carousel
