Starting Balances — Investments

This guide explains how to set up the starting balances for investments you have created within the Investments tab in Manager.io.

Navigating to the Starting Balances for Investments

To set up investment starting balances:

1. Navigate to the Settings tab.
2. Click on Starting Balances.
3. Select Investments from the list presented.

Creating a New Starting Balance for an Investment

To enter a starting balance for an investment:

• Click the New Starting Balance button.

You will then be redirected to the starting balance entry form for the selected investment.

For detailed instructions on this form, refer to: Starting balance — Investment — Edit.