Table Of Contents
Checking
Enter a date

Finance will automatically enter the current date when you create a new record. If you wish to select another date, simply click on the date field, or the button to the right of it (see image below), in the checking window.

A window will open with a calendar from which you can make a selection. The calendar and dates are automatically formatted based on your preferences in the Date & Time control panel.

Records are automatically sorted by date when entered. For more information see the enter a transaction section of this help topic.

Note: You can not set a transaction date before the initial balance, nor can you set the initial balance date after existing transactions. The initial balance is always the first record in your account.