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Edit a transaction in a closed fiscal year

A closed year refuses every entry, on purpose: financial statements may have been produced from its figures. To correct a transaction, reopen the year from « Fiscal year actions », make the change, then close it again. If the following year is closed too, reopen it as well — otherwise the re-close is refused.

Closing a fiscal year sets a lock: its transactions, its expenses and its opening balances stop being editable. That is deliberate. Financial statements may have been produced from those figures and handed to co-owners; they must not move under the people who read them.

The lock is not an archive, though. A correction is still possible, in three moves.

Correcting the transaction

  1. Open Accounting and select the year in the toolbar.
  2. Open the Fiscal year actions menu and choose Reopen Year.
  3. Make the correction: the date, the amount, the category, the unit.
  4. Close the year again.

While the year is closed, the entry dialog stops you and says what to do: "Fiscal year 2024 is closed: it no longer accepts entries, and saving will be refused. Reopen the year or choose a date inside an open year."

The same warning appears when you change a transaction's date to one that would move it into a closed year — easy to miss, since the year you are looking at is open.

If the following year is closed too

Reopening is never refused: any closed year reopens. It is the re-close that stops you, with this message: "Fiscal year 2025 is already closed. Reopen it before closing fiscal year 2024."

The reason is the chain. Each year carries forward the previous year's closing balances. Re-closing 2024 with new figures while 2025 is already closed would leave 2025 sitting on opening balances that are no longer right.

So the order is: reopen 2025 then 2024, correct, close 2024 then 2025. Reopen newest first, close in the other direction.

Closing cleanly again

Closing is a four-step wizard: checks, bank balances, accounts payable, summary.

Two things deserve attention on the way through.

The calculated balance. CondoAide shows its own position — "Calculated by CondoAide" — beside the bank balance you enter, and names the difference fund by fund. A difference is not necessarily an error, but it does have to be explained, and the wizard asks you to confirm that you have done so before closing.

The no-budget warning. If the year has no budget, the wizard warns that the difference will not become a receivable. It does not block: it tells you the result will not be the one you expect. That is the subject of the budget guide.

If the positions moved while the wizard was open, it asks you to re-run the checks rather than close on stale figures.

The common case: a deposit banked the following year

Contributions for October to December banked the following January produce exactly the difference the closing wizard will show you: the ledger says one number, the bank says another, lower by the deposit.

That is not an error, it is a deposit in transit. Two clean ways out:

Move the deposit to its real date. Reopen the year, change the date to the actual banking date — the transaction moves into the following year by itself — then close again. The calculated balance then matches the bank and there is no difference left to explain.

Keep the amount in the year it relates to. Leave the transaction on its original date and carry the ledger balance into the next year's opening. The amounts stay in the year they belong to, and the difference at 31 December is a deposit in transit that bank reconciliation accounts for.

The choice is yours: no law requires a syndicate to keep accrual-basis books. What matters is that the same choice is made every year, and that the difference is explained rather than endured.

Frequently asked questions

Can a transaction in a closed fiscal year be edited?

Not directly. The app refuses the entry and tells you why: the year is closed. Reopen it from the « Fiscal year actions » menu, correct it, then close it again. Closing is a lock, not an archive.

Does reopening a year erase anything?

No. Reopening lifts the lock and nothing else: transactions, expenses and opening balances become editable again, exactly as they were. What changes is that financial statements already handed to co-owners may stop matching the software, which is the whole reason the lock exists.

Why does CondoAide refuse to close my year again?

Because the following year is already closed. A year carries forward the previous year's closing balances, so re-closing 2024 with new figures while 2025 is closed would leave 2025 sitting on stale opening balances. Reopen 2025 too, then close 2024 before 2025. Reopening itself is never refused.

A deposit booked in December but banked in January — which year does it belong to?

Both answers are defensible and CondoAide accepts either. Moving it to the real banking date lines the software up with the bank statement. Leaving it in December keeps the amount in the year it relates to and makes it a deposit in transit at 31 December, which is what bank reconciliation exists to express.

Related guides

Do it now

Follow the steps above in your own syndicate.