Help/My Income/How do I change my current checking account balance?

If you want to change the current checking account balance you entered when you used the income wizard, then go to the Carry Over row. The first cell in the 'Carry Over' row displays your current checking account balance. Clicking on this cell displays a bubble with your current checking account balance. Change this 'Balance' and click on the 'Save' button.

You can also edit the amount currently in your account at the end of a pay period but clicking the correct time period in the 'After Savings' row. Here you can edit the amount in your checking account after all expenses and savings have come out (in case you missed a bank service charge, for example). Any changes made to the 'After Savings' row will appear on the Income Sheet as an adjustment to your balance.


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