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Tom Keating

Jan 03, 2022 @ 04:24 PM

I am starting a new account and I need to enter a starting balance. How do I do that?

1. 1 Posted by derekkent23 on Jan 03, 2022 @ 04:53 PM

   

   I am not support staff, just a user.
   Hi Tom

   To set an initial balance for any account highlight that account in the Side Bar, list on left and click ACCOUNT – EDIT ACCOUNT and enter the amount in the INITIAL BALANCE field.

   Hope that helps.

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2. 2 Posted by Tom Keating on Jan 04, 2022 @ 07:42 PM

   

   I have followed the directions you suggested but I do not get an initial balance field to enter an amount.
   Tom Keating
       On Monday, January 3, 2022, 11:55:56 AM EST, derekkent23 <[email blocked]> wrote:
    
     #yiv5405384678 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv5405384678 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
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3. 3 Posted by dwg on Jan 04, 2022 @ 08:08 PM

   

   I'm a fellow user.

   When you open the Account Information screen as Derek as indicated you should get a window that looks something like the attached

   The initial balance is the fourth field down as indicated.

   • Initial_Balance.png 57.3 KB
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4. 4 Posted by derekkent23 on Jan 04, 2022 @ 08:15 PM

   

   I am not support staff, just a user.
   Hi Tom

   if you follow the steps, highlight a account in the Side Bar, list on left and click ACCOUNT – EDIT ACCOUNT you can enter a INITIAL BALANCE.
   See screen shot.

   If you still have problems then follow the steps and post a screen shot of the Account window you see.

   • ACCOUNT_INITIAL_BALANCE.png 319 KB
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5. 5 Posted by Tom Keating on Jan 04, 2022 @ 09:12 PM

   

   Thank you for the detailed explanation. I have successfully started a new account.
   Tom Keating
       On Tuesday, January 4, 2022, 03:16:14 PM EST, derekkent23 <[email blocked]> wrote:
    
    #yiv3116478886 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv3116478886 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
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   • ACCOUNT_INITIAL_BALANCE.png 319 KB
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6. 6 Posted by derekkent23 on Jan 04, 2022 @ 10:07 PM

   

   I am not support staff, just a user.
   Hi Tom

   Glad I was able to help.

   Have Fun, Stay Safe.

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7. Maddy closed this discussion on Jan 05, 2022 @ 09:53 AM.