Bank sync
Connect a bank account for live balances and transactions that anchor your real cash position.
Everything in the forecast is projected forward from somewhere. Bank sync sets the starting point: the actual balance the whole projection counts up and down from.
What it brings in
Why the anchor matters more than it sounds
A forecast built only on accrual data knows what you earned and what you owe, but not what is actually in the account today. Get the anchor wrong and every number downstream is wrong by the same amount — the shape of the forecast stays right while the runway date moves. This is the single number most worth checking after setup.
Accounts to connect
Connect the accounts money actually moves through. A savings account you never draw on adds a balance that inflates the runway; a card account you settle monthly is usually better represented by the bills it produces than by its own balance.
Bank sync pairs well with the Acquire / Dispose extension. A live balance tells you where you are; committed payables and receivables tell you where the next few weeks go. Together the near-term cash line stops being an estimate.
Seeing how long that balance lasts, day by day, is cash flow planning.