u/sidestepmtl

How to enter income, expenses and assets in the middle of the year?

Hi guys. Sorry, I feel like we had a version of this conversation and I'm making you repeat.

I had significant changes in my account (couple to solo being one of them) and need to do a cleanup. How do I enter the following:
- income and expenses (remaining after today or from Jan 1st?)

- Assets: I don't have my assets allocation from Jan 1st and thing changed a lot. Do I just enter my current assets and pro-rate the growth to what's remained of the year? for sake of example: 2/3 (ish) of the growth I would expect in one year?

Thanks

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u/sidestepmtl — 5 days ago