1. On your Scenario Dashboard, click on “Make A Scenario”
2. The Import Data window will appear.
3. Click “Provider Options” and Select your accounting provider or choose CSV.
4. Link your MYOB Company or choose a company that you already linked.
5. Name your scenario.
6. Select your prefered currency (Applicable for Accelelerated plan only).
7. Set your Cash Threshold (default is set to 0) then Specify your Start Date and End Date.
8. Click the corresponding toggle button to Include “Cash Only”.
9. Click “Import”.
Note: Make sure to allow pop-ups in your browser for this.