Setting a starting point

robb0709

Hi, I have 2 checking accounts set up, business and personal. I want Jan. 1st of this year to be my starting date. How can I set this up?
My accounts keep running back through the years and are included in my reports. Thanks

NicoletteB

Hey @robb0709 - I moved your question over to our Accounting channel to provide more visibility!

When you say "starting point" are you looking to have all your transactions start at this date and have no prior information in Wave? I'm going to work off this assumption that you do not want prior financial information being accounted for.

Wave doesn't close out financial years and will consider all your previous financial history so if you want to start completely a new, deleting your past transactions prior to Jan 1 or creating a new business on your Wave account will be the best way to start fresh!