Adding accounts

Janet Williams's Avatar

Janet Williams

24 Aug, 2022 08:27 PM

I have a few accounts entered and the total isn't correct when they give a summary

  1. 1 Posted by dwg on 24 Aug, 2022 10:06 PM

    dwg's Avatar

    There is not enough information for someone to say that your problem is "xyz" so lets start to drill down a bit.

    So you say the summary is wrong, that begs the question if you open up the account is the balance in the account correct?

    If it is then I would suggest you look at what currency that particular account has been set to and what the base currency of the data set is.

    Going into the menu item Account --> Edit account shows the account currency. The menu item Tools --> Currencies show the base currency.

    If the balance of the account in the account register is wrong it says there is something wrong in the account, the most common thing there that we see is that with the initial transfer to Moneydance there was no initial balance in the data, this is corrected in the Account info screen.

  2. System closed this discussion on 23 Nov, 2022 10:10 PM.

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