Edit the opening balance of an account


 Non-investment accounts

  1. Open the account you want to use.
  2. Find the first transaction in the register. (You may need to scroll up.)
  3. Select the transaction.
  4. Click the Deposit field, change the amount, and then click Save.

 Investment accounts

  1. Open the account you want to use.
  2. Find the first transaction in the transaction list. (You may need to scroll up.)
  3. Select the transaction.
  4. Click Edit, use the investment transaction dialog to change the opening amount, and then click Enter/Done.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.