Credit Card Balance

Hello,

I have an unlinked account for a credit card (set up as a credit account), but i need to change the opening balance   - how do amend this as the account settings doesn't seem to give me the option to change the opening balance?

Thanks - J

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  • The opening balance is just a transaction. Double-click and edit it like any other!

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  • Hi - thanks for your response - as this is an unlinked account, we imported all the transactions from a csv file and there is no starting balance transaction.  Should i just add this as a manual transaction entry?  And if so, who should the payee be and what do i categorise it as? 

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    • Hi Slate Blue Network !

      Yes, you'll need to add a Starting Balance. You should date it for the first date of the transactions you imported - so if you imported transactions from 1/1/19, then your starting balance should be dated 1/1/19 and categorized as Inflow: To Be Budgeted. :)

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  • sorted - many thanks

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