Once you have completed the initial import of the actuals from your accounting software into Reep, you need to regularly re-import in order to make sure your actuals are up-to-date and your cash flow projections are more accurate.
Each time you re-import your cashbook data into Reep ,your budget and cash flow projections are updated to reflect the cashbook changes as follows:
- actuals history data is fully updated
- New accounts, categories and/or Bank Accounts are imported
- changes to accounts, categories and/or Bank Account are imported
The re-import process is the same as the initial import process.
To follow the in-app step-by-step guide, click the Show Me How button below