Beginning balances

Question

I set up my beginning balances with categories.  but it keeps changing to Adjustment…. I need those balances for my reports.   What am I doing wrong?   I go in each month when I do my reports and have to put the categories back in so the balances will feed to my reports.

jacobs · Answer

Yes, I didn't know what was meant by "I set up my beginning balances with categories." A beginning balance is just that: a number to establish the opening balance in an account in Quicken. An opening balance wouldn't typically involve a category, as it's just making the value appear out of thin air.

John_in_NC · Answer

I am surprised nobody has responded to this.

I am not sure what you mean: Do you mean you entered a transaction you want as your opening balance, and then this transaction gets the Category changed to "Adjustment"?

Or does a new transaction get created with this adjustment category? Is this account online? Mobile? These details help.

Any details you can add help.