How to Add Contact Starting Balances
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Enter Activity Account balances
If contacts have existing balances at the time they’re set up in MoneyMinder, a starting balance can be entered in their Activity Account.
Click Contacts in the sidebar.
In the contact’s record, click the name of the Activity Account to open it.
Next, click the Edit button within the Activity Account.
Scroll to the bottom of the screen and enter the starting balance into either the Paid in Advance/Credit box or the Owed By Contact box.
Then click Save.
And that’s how to enter starting balances for your contacts.
Contact starting balances can also be carried into a new financial year.
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Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.