Setting account initial balance afterwards

Discussions about iCompta on macOS
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Bjoern
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Joined: 16 January 2018, 19:09

Setting account initial balance afterwards

Post by Bjoern » 16 January 2018, 19:15

Hello

new to this program & coming from quicken / windows. I started with importing the transactions from my bank, but forgot to set the account to an initial balance .. therefore now the account balance is wrong. How can I set an initial balance after creating the account and importing ?

Second questions, how do I do a money transfer from the Savings account to the cash account for ATM cash outs ?

Thanks Bjoern

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Angeman
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Re: Setting account initial balance afterwards

Post by Angeman » 17 January 2018, 15:26

Bjoern wrote:
16 January 2018, 19:15
new to this program & coming from quicken / windows. I started with importing the transactions from my bank, but forgot to set the account to an initial balance .. therefore now the account balance is wrong. How can I set an initial balance after creating the account and importing ?
Just create an "Initial balance" transaction.
Bjoern wrote:
16 January 2018, 19:15
Second questions, how do I do a money transfer from the Savings account to the cash account for ATM cash outs ?
Set the other account in the "Transfer to" field in the right panel.

Bjoern
Posts: 5
Joined: 16 January 2018, 19:09

Re: Setting account initial balance afterwards

Post by Bjoern » 17 January 2018, 20:33

Thanks worked perfect ;)

Is there a PDF to get a manual offline or just the online Q&A ?

regards Bjoern

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Angeman
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Re: Setting account initial balance afterwards

Post by Angeman » 17 January 2018, 21:38

You can print it and select "Save as PDF" in the print panel.

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