Skip to main content
Skip table of contents

Enter the ending date and balance from your statement, if you have it

  1. Enter the appropriate date and balance according to the account type you're adding:
    • Checking, savings, or credit card account
    • Cash account
    • Asset account
    • Loan account
  2. Property and debt accounts only: If you're using this to track tax-deferred payroll deductions, click Tax to set tax attributes. (Optional)
  3. Click Done.

If you don't know the starting balance

If you don't know the starting balance, leave this dialog's settings as they are (today's date, with a zero balance) and click Done. The new account will be added with an opening balance of $0.00, as of today, and you can edit the opening balance later.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.