Adding a New Financial Year

Click on the Financial Year drop down menu above the toolbar.


Then select Add New Financial Year from the list in the drop down menu.


Click Create next to the financial year that you would like to create.


Click Done to complete the addition of the financial year.

8 Comments

  1. Bob Guernsey

    How do I transfer obligation templates to the next year

    1. Cyndi Meuchel

      We don’t currently do this because we don’t know what date the obligation should fall on in future years. Since days of the week change every year, we don’t want to make assumptions. We are looking at copying date-less templates over in a future release.

  2. Yessi Osorio

    Hi. How do I change my financial year if I accidentally started it incorrectly?

    1. Cyndi Meuchel

      Hi Yessi

      I’d be happy to change that for you. Can you email me at support@moneyminder.com with the month you’d like your financial year to start? I’ll take it from there.

      Cyndi

  3. Julie Heelein

    How can I change beginning balances? We found a mistake and I needed to make changes to my previous fiscal year and I need to change my beginning balances.

    Julie

    1. Cyndi Meuchel

      Hi Julie,

      To change your starting bank balance you’ll go to Banking > Edit (the account you need to change). Keep in mind that if you’ve reconciled your account already then you’ll not be able to change this without un-reconciling.

      I’d be happy to walk you thru this if you need help. Just email or phone:

      support@moneyminder.com
      (866) 346-4300

      – Cyndi

  4. Shasmond Burnett

    How do I add payments under my contacts? I am not able to add what they have paid towards their obligations

    1. Cyndi Meuchel

      Hi Shasmond,

      Happy to help! I sent you an email with step-by-step instructions and screen shots. Look for that!

      Cyndi

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