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Starting balance — Investment — Edit

This guide explains how to set up the starting balance for an investment in Manager. Use the StartingBalance-Investment-Edit form to enter the details of your investment's starting balance.

The form includes the following fields:

Investment

Select the investment that you have created under the Investments tab.

Starting Balance

Enter the quantity of units of the investment that you own.

Market Price

Enter the market price per unit. Manager will automatically calculate the market value by multiplying the quantity and the market price.