What is a Profile?
A Profile is a grouping of the accounts you’d like to display in your Business Cash Plan. You can personalise your Profile and give it a name of your choice to suit the description of these accounts. For instance, you may like to set up a Profile for your business accounts and name them ‘My Business’.

Like bank accounts, access to Profiles can be shared by Business Cash Plan users who have the access to the same accounts. For instance, Joe owns a business with a Fred and they have joint access to a Business Cheque and Business Saver account. If they both have Business Cash Plan, Fred could view and maintain the Profile that Joe has set up for their Business accounts.

You will only be able to view Profiles for accounts that you have access to in Business Cash Plan. For instance, if Joe also sets up a Profile for his personal accounts, then Fred will not be able to view the details of those personal accounts as he doesn’t have access to these accounts.

Setting up more than one Profile could help you categorise your transactional data more easily. You can then use Business Cash Plan’s reporting and forecasting features to help you gain more useful insight into your cash flow.

Why should I set up a Profile?
Set up a Profile will help you gain more useful insight into your business’ cash flow and could help you predict where you have cash highs and lows and help you plan for these situations.

How do I set up a Profile?
When you first set up Business Cash Plan, you will be prompted to set up a Profile in the set up wizard.

What does the wizard cover?
If you want to set up more Profiles after you’ve completed the set up wizard:

• Go to Preferences
• Select the Create button under ‘Create, Edit or Delete Profile’
• Follow the steps where it will ask you to:
  • the name of your new Profile
  • the accounts that you’d like to include in your Profile

Can I set up more than one Profile?
Yes, you can set up as many Profiles as you like.

Why would I set up more than one Profile?
Setting up more than one Profile helps you categorise your transactional data more easily. For instance, you may like to set up a Profile for your business accounts and name them ‘My Business’ or you could set up a Profile for your personal accounts (e.g. your savings and cheque accounts) and name the Profile ‘Personal Accounts’. You can register as many Profiles in Business Cash Plan, providing you have access to the relevant accounts.

How do I set up more than one Profile?
You can set up more than one Profile in your Business Cash Plan.  You can add or edit a Profile under Preferences.

• Go to Preferences
• Select the Create button under ‘Create, Edit or Delete Profile’
• Follow the steps where it will ask you to:
  • the name of your new Profile
  • the accounts that you’d like to include in your Profile

Can I delete a Profile(s)?
Yes you can delete a Profile. However, if you have only one Profile left on Business Cash Plan you cannot delete this, but you can ‘Edit’ this profile by changing the name or selecting different accounts to include.

How do I edit my Profile(s)?
You can edit Profiles under Preferences.

Can I set up a default Profile?
Yes, under Preferences, you can select the Profile that you’d like to see each time you open Business Cash Plan – this is known as your default Profile. Under the ‘Create, Edit or Delete Profile’ section you can select from your list of Profiles an click the ‘default’ button.

If I have more than one Profile, how do I move between my Profiles?
You can move between your Profiles within the Dashboard, My Code List, Coding, Forecasting, Reporting and Preferences screens. To move between your Profiles, select the desired Profile on the drop down menu located at the top left of the screen.