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Quicken Classic for Windows
New to Quicken/Getting Started (Windows)
What 'Category' do I use for "Opening Balance"? Or do I leave it blank?
livegrace
Auto Update from bank shows it as a transfer back into same account.
Is that correct? do I do that for accounts I add manually?
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jrich75
Typically, the name of the account in brackets. In essence it is a cash transfer back into the account being opened.
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jrich75
Typically, the name of the account in brackets. In essence it is a cash transfer back into the account being opened.
Bob_L
Yes that is correct. A transfer back to itself is a way of entering a transaction without using cash, and it is therefore how you create opening balances.
livegrace
Thank you so very much. I search HELP high and low with no success...
I so appreciate the assist !
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