The Accounting Start Date in FINSYNC is the date from which transactions are included in your financial reports (such as the Balance Sheet). By default, your accounting start date is set to the first day of the calendar month in which you created your business profile.
Example: If you create your profile on January 20, your start date is automatically set to January 1 of that same month.
To view or change your accounting start date, follow the steps below:
1. Hover over the Company Profile icon in the upper-right corner of your screen and select Manage Profile.
.png?width=368&height=428&name=Screenshot%20(47).png)
2. Select Reports from the left-hand menu.
3. From the Reports settings page, select Change Month and Year to update your accounting start date.
Note: Changing your accounting start date affects which transactions appear in your reports. Transactions dated before the new start date will no longer be included. If you make this change, review your opening balances to ensure accuracy.
Additional Notes:
- When you sync a bank account with FINSYNC, the system pulls in transactions from at least the past 90 days.
- Only the transactions on and after your accounting start date will be reflected in your reports.
- Record any financial activity that occurred before your accounting start date as opening balances.
- Enter outstanding bills and receivables directly as invoices and bills in FINSYNC — do not include them in your opening balances.
Tip: If your bank sync did not pull in all transactions, our support team can help you upload the missing data. To get started, download a CSV export from your bank for each month with missing transactions and contact us.
Related Articles:
Understanding the Cash Flow Dashboard
Opening Balances of Assets & Liabilities
Understanding Default Bank Accounts
Understanding Transactional and Additional Fees