Yearly Starting Balances
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Re: Yearly Starting Balances
Thanks for the warning, I didn't add anything. You are absolutely correct, I check my equity accounts (3000 series) and found the cumulative totals. I also discovered that I can get the cumulative totals by running an account activity report that include my previous year. What I was trying to do is run a report for January - August 2018 and see the cumulative balance to include last year balances. However, when I run a activity report for Jan - Aug 2018, the report has no beginning balance and it shows me the activity that was done for the current year. I total understand it now. It just seem like the beginning balance for my income and expense accounts would rollover to the next year. I had no need to worry, Matthew 6:25-34.
Re: Yearly Starting Balances
Have you looked at the Accounting Fund Balances report, this gives you the balance and can be set to look at more than one year.dbrayboy wrote:Thanks for the warning, I didn't add anything. You are absolutely correct, I check my equity accounts (3000 series) and found the cumulative totals. I also discovered that I can get the cumulative totals by running an account activity report that include my previous year. What I was trying to do is run a report for January - August 2018 and see the cumulative balance to include last year balances. However, when I run a activity report for Jan - Aug 2018, the report has no beginning balance and it shows me the activity that was done for the current year. I total understand it now. It just seem like the beginning balance for my income and expense accounts would rollover to the next year. I had no need to worry, Matthew 6:25-34.
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.