# How to enter Opening Balances for Banks **URL:** \ **Category:** Uncategorized\ **Created:** [August 15, 2019, 3:17pm UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664 "2019-08-15T15:17:41Z")\ **Posts on this page:** 17\ **Page:** 1
**Author:** ![Alis](https://avatars.discourse-cdn.com/v4/letter/a/ed655f/32.png) [@Alis](https://forum.manager.io/u/Alis)\ **Post date:** [August 15, 2019, 3:17pm UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/1 "2019-08-15T15:17:41Z")
Hi Everyone, I wonder if I could enter opening balance for my bank account directly instead of importing a bank statement. Could anyone please guide me in this regard? Thank you ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [August 15, 2019, 3:30pm UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/2 "2019-08-15T15:30:07Z")
Have you read this guide which covers how to [Enter starting balances](https://www.manager.io/guides/15718) ---
**Author:** ![Alis](https://avatars.discourse-cdn.com/v4/letter/a/ed655f/32.png) [@Alis](https://forum.manager.io/u/Alis)\ **Post date:** [August 15, 2019, 3:49pm UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/3 "2019-08-15T15:49:08Z")
Yes. I have gone through multiple times but failed to understand the process though I tried to follow step-by-step. When I click the Cash at bank in Summary a hyperlinked zero appears. Clicking on the same brings me to another screen with a big blank box with EMPTY. ---
**Author:** ![Alis](https://avatars.discourse-cdn.com/v4/letter/a/ed655f/32.png) [@Alis](https://forum.manager.io/u/Alis)\ **Post date:** [August 15, 2019, 3:55pm UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/4 "2019-08-15T15:55:00Z")
If I go through Settings \> Starting Balances, the Cash at bank appears with blue zeroz and hyperlinked. When I click on the blue/hyperlinked zeroz it brings me to Bank Account where I find no option to enter opening balance with Pending deposits and Pending withdrawals hyerplinked. Clicking on the gives option either the create New Payment or New Receipt ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [August 15, 2019, 4:21pm UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/5 "2019-08-15T16:21:21Z")
Which is exactly what the guides says - and it finishes with > transactions are entered as usual, with dates from before the start date. You have, of course, set a start date as indicated at the start of the guide? ---
**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\ **Post date:** [August 15, 2019, 6:28pm UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/6 "2019-08-15T18:28:30Z")
> [@Alis](#): > > When I click the Cash at bank in Summary a hyperlinked zero appears. Then you are not following the Guide. Starting balances are not set from the Summary. They are set in the Settings tab. > [@Alis](#): > > Clicking on the same brings me to another screen with a big blank box with EMPTY. This sounds like you have not created any bank accounts. Read [https://www.manager.io/guides/11367](https://www.manager.io/guides/11367). > [@Alis](#): > > When I click on the blue/hyperlinked zeroz it brings me to Bank Account where I find no option to enter opening balance Now this sounds like you **have** created at least one bank account. If so, it’s starting balance is set by clicking Edit and entering the balance in the `Statement balance` field. ---
**Author:** ![Alis](https://avatars.discourse-cdn.com/v4/letter/a/ed655f/32.png) [@Alis](https://forum.manager.io/u/Alis)\ **Post date:** [August 15, 2019, 7:52pm UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/7 "2019-08-15T19:52:47Z")
In this case, it tries to import balances from bank statement or happens nothing. ---
**Author:** ![Alis](https://avatars.discourse-cdn.com/v4/letter/a/ed655f/32.png) [@Alis](https://forum.manager.io/u/Alis)\ **Post date:** [August 15, 2019, 7:55pm UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/8 "2019-08-15T19:55:27Z")
![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/f/f/ffe9929235ea334eafd637a279d900696e61f7be.png) ---
**Author:** ![Alis](https://avatars.discourse-cdn.com/v4/letter/a/ed655f/32.png) [@Alis](https://forum.manager.io/u/Alis)\ **Post date:** [August 15, 2019, 7:56pm UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/9 "2019-08-15T19:56:25Z")
![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/c/b/cb9c10c48838296db49ca62372dffbaf568103db.png) ---
**Author:** ![Alis](https://avatars.discourse-cdn.com/v4/letter/a/ed655f/32.png) [@Alis](https://forum.manager.io/u/Alis)\ **Post date:** [August 15, 2019, 7:57pm UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/10 "2019-08-15T19:57:06Z")
As such, balance cannot be entered manually except importing from bank statement. ---
**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\ **Post date:** [August 15, 2019, 8:18pm UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/11 "2019-08-15T20:18:41Z")
Read the Guide again. You are in the wrong tab. ---
**Author:** ![Alis](https://avatars.discourse-cdn.com/v4/letter/a/ed655f/32.png) [@Alis](https://forum.manager.io/u/Alis)\ **Post date:** [August 16, 2019, 2:13am UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/12 "2019-08-16T02:13:52Z")
Instead of reading the guide again and again and getting confused, I would appreciate your mentioning the correct steps. Thanks in advance. ---
**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\ **Post date:** [August 16, 2019, 2:23am UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/13 "2019-08-16T02:23:59Z")
The steps have already been described in previous posts. ---
**Author:** ![VISA-MC](https://avatars.discourse-cdn.com/v4/letter/v/67e7ee/32.png) [@VISA-MC](https://forum.manager.io/u/VISA-MC)\ **Post date:** [August 16, 2019, 2:29am UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/14 "2019-08-16T02:29:04Z")
Click Settings. Click Starting Balances. Click the blue hyperlink next to your cash at bank account. Click Edit next to the account you wish yo add starting balance for. Enter the balance in the field Statement Balance. ---
**Author:** ![Alis](https://avatars.discourse-cdn.com/v4/letter/a/ed655f/32.png) [@Alis](https://forum.manager.io/u/Alis)\ **Post date:** [August 16, 2019, 2:31am UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/15 "2019-08-16T02:31:33Z")
Hi VISA-MC Thank you very much for your reply. You have rightly mentioned. Earlier, I was missing another step that was clicking the Edit button at the extreme left of the columns. Just seconds before your post, I got that point and I was able to enter the balance. Thank you very much, So nice of you. ---
**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\ **Post date:** [August 16, 2019, 2:48am UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/16 "2019-08-16T02:48:28Z")
> [@Alis](#): > > I was missing another step that was clicking the Edit button I told you to do that in post #6. If you are going to ask questions, please read and follow instructions in the answers given. Otherwise, people will stop responding to your posts. ---
**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\ **Post date:** [January 18, 2023, 3:00pm UTC](https://forum.manager.io/t/how-to-enter-opening-balances-for-banks/23664/17 "2023-01-18T15:00:14Z")