Opening balances as-of date

The date on which balances brought into Solo are measured: one day before the Books start date.

In Solo Superstars

Where it is used: Solo derives this date from the Books start date instead of asking for a separate date on every account. This keeps all opening balances on one boundary.

Example

Books start January 1, 2026 produces opening balances as of December 31, 2025.

Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.

Also called

  • opening balance date
  • conversion balance date

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