Hiow to change starting balance when reconciling bank account
How to change the initial balance for reconciliation purposes.
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1 Posted by -Kevin N. on 18 Mar, 2025 10:01 PM
Hi Larry,
If I understand you correctly...
The starting balance when reconciling is a calculated value. Therefore, the only way to change the starting balance is to change the status of its underlying transactions.
Look to the following Moneydance KB article for more information and a possible solution:
https://infinitekind.tenderapp.com/kb/register-and-transactions/rec...
-Kevin N. (not a member of Moneydance support)
Support Staff 2 Posted by Maddy on 19 Mar, 2025 02:30 PM
Hi Larry,
Thank you for contacting Moneydance support.
Firstly, you could open the register of your account by clicking on it in the left sidebar, and then navigate to Account --> Edit Account from the Moneydance menu bar.
In the window that appears, one of the fields is for the Initial Balance of the account.
This should be set as the balance of your account before the earliest transaction within Moneydance, as outlined here.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
--
Maddy, Infinite Kind Support
System closed this discussion on 18 Jun, 2025 02:40 PM.