Skip to main content

Account Update/Adjust Balance Feature

Budget Flow

I don't keep track of personal finances in detail by categories and am only interested in the principal balance in my portfolio. I really need a function that would allow me to Update/Adjust Balance. All you need to do is to specify a new balance and transaction category and comment on the account and the application will automatically calculate + or - and add the transaction to the Journal.

Similar feature relalized in other finance software:

Posted by Dmitry Kozachenko ·
Status: Closed1 comment

Log in to comment and vote

Comments1

  • Fabian

    Team•

    Jun 5, 2024

    Hi @Dmitry Kozachenko,

    thank you for your suggestion for improvement. However, it is already possible to update the current account balance. All you have to do is edit the relevant account and change the value for “Current Balance” (at the bottom).

    I hope I was able to help you :)