It is very common for us to find even long-time users have setup and user problems. You’re not the first and you won’t be the last looking for a better way to create and access your financial data.
Proprietary method and clearly defined cleanup process to identify and fix your existing data file OR start a brand new, clean, file with accurate and usable beginning balances. Either option provides you a WORKING data file going forward and accurate historical data. We pride ourselves on a cleanup that does NOT make a bigger mess or your file through the use of unreliable Bank Feeds and Journal Entries. (We know this is part of the reason you have the existing mess you currently have. We guarantee we won’t make it worse!