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Initial Account Balance Entry

Feature Request

ability to set initial budget, starting point of your accounts, without having to put it in as a transaction

Posted by Justin Lefebvre ·
1 comment

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Comments1

  • Mike

    Team•

    Jul 4

    Hi Justin,

    Yes, this would be a great addition to add. Right now there are two workarounds:

    1) What you mentioned, adding a beginning balance transaction in the transactions tab with a start date when you would like to begin tracking that account. Categorize it to a permanent category like Transfers or Payments as it won’t show up on your Income & Expenses report that way.

    2) Override the balance on the Net Worth Tab in the month that you want to begin tracking.

    Either way should work and update your balance both in the Net Worth Tab and on the dashboard charts.

    Thanks for your feedback!