Importing bank statements

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Experienced Cover User ScarlettNZ
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ScarlettNZ
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Importing bank statements

Hi - I'm trying to import bank statements but keep getting an error message "x statement lines were ignored as the transaction dates are prior to the start date for entering transactions into the system".  Can anyone tell me what this means and if it's possible to fix it?  I'm not manually entering 12 months worth of data .....  

 

Thanks.

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Partner AlanT
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AlanT
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Re: Importing bank statements

@ScarlettNZ

 

Hi Sharon,

 

It sounds like the date of the bank transactions are earlier than the conversion date that you entered when you setup your ledger.

 

To change it, go to the Gear menu and select Accounts List.

 

Click the [Edit OpeningBalances] button.

 

Towards the top of the window, and to the right of the title Opening Balances, is a pen icon.

 

Click this and you are able to edit the oprning balance date.

 

Regards,

 

Alan

Experienced Cover User ScarlettNZ
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ScarlettNZ
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Re: Importing bank statements

Thank you Alan. That worked perfectly :-)
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