{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/33c4b452d2f641d78bc83b360aba64e4\" frameborder=\"0\" width=\"1280\" height=\"960\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":960,"width":1280,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":960,"thumbnail_width":1280,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/33c4b452d2f641d78bc83b360aba64e4-dd830d53b2a7d46e.gif","duration":435.734,"title":"Help Videos - Cash Flow Dashboard Actuals ","description":"In this video, I walk you through our cash flow dashboard, highlighting how to view your current balance, starting and ending cash balances, and cash flow trends over different periods. We sync your bank balance retroactively using Plaid, and you can toggle between various date ranges, including custom periods. I also demonstrate how to filter by specific bank accounts and categorize transactions into operating and non-operating buckets. Additionally, I explain how to export your data to Excel or our Corda spreadsheet, which is currently in closed beta. If you're interested in accessing the Corda spreadsheet, please reach out to our support team."}