Getting Account Balance from online banking

apastuszak's Avatar

apastuszak

26 Aug, 2021 12:35 AM

I'm setting up a new account now and just downloaded my transactions.

A certain financial application that shall remain nameless is able to figure out your starting account balance and set it for you.

Is there a way to get Moneydance to do this for you?

  1. 1 Posted by -Kevin N. on 26 Aug, 2021 12:58 AM

    -Kevin N.'s Avatar

    Hi apastuszak,

    Something that you can look at is the 'Balance' displayed in the lower right-hand corner of the register.

    Clicking on the 'Balance' displays several balances related to the downloaded data.

    You could look to the 'Ledger Balance' and work your way backwards to determine the value that you should enter as an 'Initial Balance'.

    The 'Initial Balance' is entered in the accounts properties form. While viewing the account in question, go to Account > Edit Account from the Moneydance menu.

    In the resulting form, you can enter the 'Initial Balance'.

    -Kevin N. (not a member of MD support)

  2. Maddy closed this discussion on 27 Aug, 2021 03:20 PM.

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