ENTER BANK BALLANCE

Joyce Bell's Avatar

Joyce Bell

05 Feb, 2016 01:04 AM

THIS IS THE 2ND SOFTWARE where I can't seem to enter my Bank Ballance. I have upgraded from Quicken 2007 and Quicken E and 2014-16 is not an option. so i am trying differnt trial programs like yours. I do not want connect with the Bank so it must be Manual
Please advise. Thank you very Much. J Bell

  1. 1 Posted by Ben Spencer on 05 Feb, 2016 03:04 AM

    Ben Spencer's Avatar

    Joyce

    To enter the initial balance on an account go into the account and then from the menu bar select Account->Edit Account... in the edit window there is an "Initial Balance" field.

    Ben Spencer
    Infinite Kind Support

  2. 2 Posted by Joyce Bell on 05 Feb, 2016 08:09 PM

    Joyce Bell's Avatar

    Dear Ben,
    Thank you so much But I can not create my own categories or chose not to connect to the Bank and there is not a Debit
    also i could not edit a transaction with out starting over I have just upgraded from an Emac some 16-18 years old with Quicken 2007 so the learning curve is is to Pluto and back… I have just requested a refund

        Many Thanks  . J Bell

  3. Ian L closed this discussion on 05 Feb, 2016 08:49 PM.

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