Transferring bank balances to the next financial year

Once you’ve reconciled your bank account(s) thru the last day of the financial year you can carry those balances and uncleared transactions forward to the next year.


Click on the Banking icon in the toolbar.

Look for the green arrow to the right of your bank account name:

If a green arrow is not there check that your account is reconciled thru the end of the previous financial year.

Click Edit.

Click the green button that says:
Carry Forward Last Year’s Account Information

This will replace your current balance and any uncleared transactions that are there with the ones you are copying from the prior year.

Click Save