How to I add bank a opening balance catgory to a bank account

I deleted the opening balance in error. How can I recreate

Best Answer

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Just enter a transaction of the appropriate amount and date using the account's name as the Category in square brackets, such as [checking]. Then, mark that transaction as Reconciled.

    Look at one of your other accounts for an example.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

Answers

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Just enter a transaction of the appropriate amount and date using the account's name as the Category in square brackets, such as [checking]. Then, mark that transaction as Reconciled.

    Look at one of your other accounts for an example.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • KBCMOMof4
    KBCMOMof4 Quicken Windows Other Member

    THANK YOU!! My accountant could not answer…might new need accountant!

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Unless your accountant is an experienced Quicken user, don't be too hard on them, not everything is obvious.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list