You can add Types, what CheckBook calls its categories, at any time, but I don't think that's the answer you need.
The first part of your post seems to ask the question: Can I add tax-deductible Entries, dated in the past, to an Account without affecting the Account's balance? But, how could a user add Entries to any Account, in CheckBook or the Real World, without affecting balance?
The second part of your post seems to indicate a different question, which we can address now: Can CheckBook exclude Entries that are dated in the future from its balance calculations? Yes. It's possible to add Entries dated in the future and, using the Interactive Balance, restrict the visible balance to reflect only Entries from today and before. There's a label field with a small triangle to the left of the balance field. Click that label and you should see several options, including Today's Balance. Select that and the balance field should show you the balance through today, without taking into account your Entries that are dated after today.
Let us know how we've misunderstood the first part of the post and we'll get you an answer.
_________________ Keith GugliottoPrimordial Sea CaptainSplasm Software https://www.splasm.com
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