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Opening Balance on Bank Account

Posted: Thu Nov 11, 2021 6:16 pm
by michael_ho
Good Afternoon,
I have input an opening balance on my bank account from the 31/03/2020 or 1st April 2020 and followed the steps in the KnowledgeBase https://landlordvision.userecho.com/en/ ... nk-account

However, there is an additional amount showing on LV and the opening balance appears several transactions down the page instead of being the first transaction.

a) How can I sort the list so that it starts with the Opening Balance? and
b) How can I get rid of the amount shown alongside Starting Balance £246.96

Thank you
LV Opening Balance.JPG

Re: Opening Balance on Bank Account

Posted: Fri Nov 12, 2021 10:42 am
by roy
Hello Michael

Thank you for contacting support

By far the easiest method is to set your Opening Balance date to be 31/03/2020. This will sort your Opening Balance to the beginning of the list

Kind regards
Roy

Re: Opening Balance on Bank Account

Posted: Fri Nov 12, 2021 12:12 pm
by michael_ho
Thank you.
A simple solution that has solved my problem, after a few days of pulling out my hair. :D