Is there a way to "lock" my opening balance in my bank register?

Somehow I delete it all the time. No idea how/why this happens. All of a sudden, it's gone. Thanks

Best Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Answer ✓
    Hi @Joanne,

    I agree with what @Rocket J Squirrel has described above, so I suggest you follow that guidance.

    I've been an accountant for longer than I'd like to say, so I can relate to your situation. But, while Quicken isn't necessarily a proverbial "double entry" bookkeeping system, it still is a bookkeeping system, and once you get familiar with how it works, I think you'll rapidly get the hang of it (to use an expression).  In fact, once you get used to it, I think you'll find it to have features that go beyond what a basic bookkeeping system can do.

    You might want to consult some of the guidance available under > Help > "How To Videos" or the "Getting Started Guide".

    We are here to help you, so please don't give up on Quicken.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi again @Joanne,

    Seems like we are missing each other...

    Maybe you could give us a little more specific data on what you are trying to do and how we ca help you through it, and then we'll be bteter able to assist you.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • Joanne
    Joanne Member ✭✭
    Im used to doing bookkeeping with pencil and paper. This is all new to me and hard to follow. I thought hooking up my bank and credit card accounts would be a good idea but it created a mess that I couldn't figure out.

    I undid all of my reconciliations and am manually entering and reconciling every month until I see how this works. I'm working with my checking account now. I want to begin with January 1st 2020 which means I need to enter the ending balance as at Dec 31 2019 as my opening balance for Jan 1 2020. I've entered it but I keep accidentally deleting it as I enter new transactions. I don't even know how I'm deleting it. All of a sudden, it's GONE! Thanks for your interest.
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Answer ✓
    Hi @Joanne,

    I agree with what @Rocket J Squirrel has described above, so I suggest you follow that guidance.

    I've been an accountant for longer than I'd like to say, so I can relate to your situation. But, while Quicken isn't necessarily a proverbial "double entry" bookkeeping system, it still is a bookkeeping system, and once you get familiar with how it works, I think you'll rapidly get the hang of it (to use an expression).  In fact, once you get used to it, I think you'll find it to have features that go beyond what a basic bookkeeping system can do.

    You might want to consult some of the guidance available under > Help > "How To Videos" or the "Getting Started Guide".

    We are here to help you, so please don't give up on Quicken.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • Joanne
    Joanne Member ✭✭
    Thank you very much for your words of encouragement. I refuse to let the defeat me.
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