adding beginning balance checking

Asked by Patricia Nease on 2020-08-21

I'm just starting HomeBank after years of MS Money. I do not see how to add a beginning balance when setting up checking. Also, since I'm having to add information from the beginning of 2020, is there anyway to get the date to stay with the last entry?
Thanks.
Pat

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Richard Sutton (rsutton43) said : #1

Patricia,
I, too, have been using MS Money for a long time (1996), and I am sad to say that there is no balance account code. We users are hoping for one in the future, but it doesn't exist as yet. We just have to manually balance the account and mark the appropriate transactions as reconciled.

Also, I know of no way to keep the date stationary when adding new transactions on a date other than today.

Finally, unlike many home finance programs (incl MS Money) , HomeBank does not auto-fill info from previous transactions. See my wish list item several items below your question.

That being said, HomeBank is an excellent home finance program written in a very up to date manner. HomeBank's author Maxime Doyen does an outstanding job considering that he is essentially the only developer. We users have very high hopes for this program in the future.

Richard

Patricia Nease (neasep44) said : #2

Richard! Thank you for the timely and informative response. After using the same program for YEARS, I'm finding it a bit tricky to adapt, but I'm working on it.
Now, at least I know that it's not something I can find a solution to on the program.
You've been a great help.
Pat

> On 08/22/2020 4:25 PM Richard Sutton <email address hidden> wrote:
>
>
> Your question #692529 on HomeBank changed:
> https://answers.launchpad.net/homebank/+question/692529
>
> Richard Sutton posted a new comment:
> Patricia,
> I, too, have been using MS Money for a long time (1996), and I am sad to say that there is no balance account code. We users are hoping for one in the future, but it doesn't exist as yet. We just have to manually balance the account and mark the appropriate transactions as reconciled.
>
> Also, I know of no way to keep the date stationary when adding new
> transactions on a date other than today.
>
> Finally, unlike many home finance programs (incl MS Money) , HomeBank
> does not auto-fill info from previous transactions. See my wish list
> item several items below your question.
>
> That being said, HomeBank is an excellent home finance program written
> in a very up to date manner. HomeBank's author Maxime Doyen does an
> outstanding job considering that he is essentially the only developer.
> We users have very high hopes for this program in the future.
>
> Richard
>
> --
> You received this question notification because you asked the question.

Maxime DOYEN (mdoyen) said : #3

solved

Lindsay Lorden (ludwigwn) said : #4

If I've read your question right .... how about going into Preferences --> "Transactions" and ticking "keep last date"? Will that do what you want?

Lindsay Lorden (ludwigwn) said : #5

>>> I do not see how to add a beginning balance when setting up checking.

Are you meaning the initial balance of an account, ie not needing to enter a dummy transaction to get the account $s correct at the start?

In a similar way to how MS Money managed this, Homebank has a field in "Manage Accounts" called "Start balance" - is this what you're looking for?

Patricia Nease (neasep44) said : #6

Thank you for both answers. I believe I've got it now.
Pat

> On 10/17/2020 3:05 PM Lindsay Lorden <email address hidden> wrote:
>
>
> Your question #692529 on HomeBank changed:
> https://answers.launchpad.net/homebank/+question/692529
>
> Lindsay Lorden posted a new comment:
> >>> I do not see how to add a beginning balance when setting up
> checking.
>
> Are you meaning the initial balance of an account, ie not needing to
> enter a dummy transaction to get the account $s correct at the start?
>
> In a similar way to how MS Money managed this, Homebank has a field in
> "Manage Accounts" called "Start balance" - is this what you're looking
> for?
>
> --
> You received this question notification because you asked the question.