Banking Summary report doesnt show the opening balance

Legacy KB ID: 3131

Question

Why doesnt my 'banking summary' report have an opening balance?

Answer

To include your opening balance in this report;

1. Open the Reports menu and select cashflow then banking summary.

2. Select 'customise' and then click the 'Advanced' tab

3. Change the 'transfers' drop down menu and change to 'Include All'

You will now see all your transfers including your opening balance.

Need more help?

Ask the Reckon Community at: https://community.reckon.com/

OR

Raise a Support Ticket: https://www.reckon.com/au/support/ticket/