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Locate the Opening Balance Equity entry and change it to the correct number. If transactions have already been recorded, you can open the Chart of Accounts and double-click the account to open the register. Then, you can enter the correct opening balance. ![]() In cases where you entered an incorrect amount and did not record any transactions yet for that account, you can simply edit the account from the Chart of Accounts. If you entered the wrong amount or never added an opening balance to one of your accounts, it’s not too late to make changes. For example, if you have $5000 in a savings account when you start using QuickBooks, you enter that as your opening balance when you create the account. This is a good tool for most folks to track their spending. There are other tools around, but this tried and accurate tool works excellent (for me) and can make your life simpler.The opening balance is the amount of money or value of an account when you start using QuickBooks. Given the time of the season, Quicken is a great way to organize yourself for the holidays and plan your finances for the new year. I think TD doesn’t like Quicken talking to it without me being involved. QUICKEN FOR MAC REGISTER AUTOMATIC DECIMAL UPDATEI am still wrestling with the automatic update function with the banks. QUICKEN FOR MAC REGISTER AUTOMATIC DECIMAL PASSWORDI took advantage of the update to set a password on my file so that if it somehow got into the wrong hands, it would take a little work to get the data out of it. Thus, you can track those things and can produce the ticket if requested (as well). The reminders are now marked with a clock to show coming soon.Īnother interesting feature (that is not new in this release) is attaching images (like scanned receipts and such) to a transaction. I “look ahead” at the reminders I have at least a month to remind me of the bills that I have set up as reminders in Quicken (a beneficial function). I also like that they have added an ability to “look forward” in your spending for an extended period, using the Show Reminders function (it’s a little alarm clock in the upper right corner). The fact that a TFSA is an account type is beneficial, although I suspect this was in Quicken 2012. These are all valuable things for investing folks (like me) to help with tracking their investments.
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