![]() Pick the balance prior to any transaction activity you will be adding to MoneyWell. Balance – You can enter the initial bank balance.It should be descriptive enough for you to identify the account. Name – This is the name you give to the account.Type – The choices are checking account, savings account, credit card, loan/line of credit, investment account, cash account, and money market account.Set other account values (see the full list below).Set the Balance and As Of values (see below for details). ![]()
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