Starting Balances — Bank and Cash Accounts

The Starting Balances - Bank and Cash Accounts screen enables you to set initial balances for bank or cash accounts created under the Bank and Cash Accounts tab.

Setting a New Starting Balance

To establish a new starting balance for either a bank or cash account, follow these steps:

1. Click the New Starting Balance button on the Starting Balances page.

   Bank and Cash AccountsNew Starting Balance

2. After clicking this button, you will proceed to the Starting Balance screen specifically for your selected Bank or Cash Account.

For further details on managing or editing individual bank or cash account starting balances, refer to the guide: [Starting Balances - Bank or Cash Account Edit](guides/bank — or — cash — Account — starting — Balance — form).