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Finances
Managing Finances
Establishing opening Bank Balance
Establishing opening Bank Balance
Updated over a week ago

To setup your initial bank balance just create a New Deposit under Finances and call it 'Bank Balance at  <date>' with the relevant $ amount. You can backdate it if necessary.

All income and expenses from this point forward should reflect what is in your bank account.


For any reconciling needs select either + or - and insert the appropriate Deposit or Expense to correct the Total.

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