Cash Flow Scenarios
🤔 If I toggle off a financial account in Pulse, will it toggle off for another user?
You may want to view your cash flow with a few select financial accounts factored in, but you don't want to affect the view of another user on the same account.
🙋 Pulse now allows users to toggle financial accounts on/off without affecting each other's view.
For example, you can view your cash flow in Pulse with only Checkings and Savings financial accounts toggled on, while another user on the same account views your cash flow with only the Credit Card financial account toggled on.
This new feature gives you more control over your Pulse workflow.
Looking for more cash flow content?
Here are some links we think are worth your time: