How can I see what the starting balance was when an Equity Account was set up.

rabrro Member Posts: 16

This account was used for transferring personal money as a "loan" when required and then transferred back when possible.

I am looking for clarification of what the starting balance was when we first did this.




  • Acctd4
    Acctd4 Accredited Partner Posts: 3,589 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Hi Rachel

    Right-click on the account in your Chart of Accounts & select Use Register. This will show the complete transaction history & you can then scroll right to the top to see the very first entry 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

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    Ballajura, WA

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • rabrro
    rabrro Member Posts: 16

    Thanks for your help :)