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Accounting time frame

LaurieFLaurieF Member Posts: 3

I just joined Wave and I'm really excited to get more organized, as I'm having to do more myself now. When you set up your accounting, did you start at the beginning of the year? I'm looking at putting my charges into categories and wasn't going to go back further than this year.

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Comments

  • AlexLAlexL Member Posts: 2,869 ✭✭✭

    Hey @LaurieF , this is really up to you. I will say however that if you're only looking to start for this year, you can just add your starting balances to all accounts at the beginning of the year.

    If you really did want that historical data then you're more than welcome to import it in through Wave Connect for example.

    edited April 2, 2021
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