Starting Balances — Investments

The Starting Balances - Investments screen allows you to set up starting balances for your investments that you have created under the Investments tab. Setting accurate starting balances ensures your investment accounts reflect the correct amounts when you begin using Manager.

Creating a New Starting Balance

To create a new starting balance for an investment:

1. Navigate to the Starting Balances - Investments screen.

2. Click the New Starting Balance button.

   InvestmentsNewStartingBalance

3. You will be taken to the Starting Balance screen for the investment.

For detailed instructions on completing the starting balance form, see Starting Balance - Investment Edit Screen.