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Starting BalancesInvestments

This screen allows you to set up starting balances for investments you have created under the Investments tab.

To find this screen, go to the Settings tab, then click Starting Balances, then click Investments.

Settings
Starting Balances
Investments

To create a new starting balance for an investment, click the New Starting Balance button.

InvestmentsNew Starting Balance

You will be taken to the Starting Balance form for Investments.

For more information, see: Starting balanceInvestmentEdit