Log daily bank balances to cash history sheet

Unlogged daily bank summaries sit unlogged, delaying cash reconciliation and ordering. Capture balances into a dated cash history so bookkeeper and co-owners see positions by next business day.

Overview

Stop starting your day without a clear cash position. This flow captures end-of-day balances from bank emails and logs them into a shared cash history so bookkeepers and owners see daily positions by the next business day. That visibility reduces reconciliation lag and speeds ordering decisions.