Fix past balance on loan account?

trewbux
trewbux Member ✭✭
edited 6:56PM in Feedback

Is there a way to fix the historical balance on a loan account if there is an incorrect value? I have one loan account that shows zero balance on Feb 29, 2024 (must be some kind of leap day error). If it was a banking account with the issue, I would know how to fix it with the import balance history function. But is there a way to do this with a loan account? The button to import (cloud/arrow thingy) doesn't appear for loan accounts in the transactions view.

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  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @trewbux,

    Thank you for reaching out! Is this a manual account, or is it connected to a financial institution? If it is a manual account, you should be able to find and correct the transaction that caused the incorrect balance on that day.

    I look forward to your response!

    -Coach Kristina

  • trewbux
    trewbux Member ✭✭

    @Coach Kristina It is a loan account connected to a financial institution (not manual). I don’t know how the balance history ended up with the error on one day, just looking for a method to correct it. Thanks!

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