Create the account

  1. On Home, choose Account or Add account.
  2. Enter a recognisable name, such as Everyday chequing.
  3. Select the account type from the choices shown.
  4. Choose the account currency.
  5. Enter the Starting balance, or leave it blank to start at zero.
  6. Choose Create account.

Choose the starting point carefully

Use the balance at the point you begin tracking. If the balance already includes an old transaction, recording that same transaction again will change the balance a second time.

Account and display currencies

The starting balance is recorded in the account currency. Your preferred display currency does not convert balances. Choose the correct currency before you start recording transactions.