-
Helpful Articles for New Users
Welcome to Balance! Below we have compiled a list of resources to new users get acquainted with the software and feel confident using Balance. General/Support How Do I Add a User In Balance?…
-
Logging into Balance
First time logging into the new upgraded version of Balance? We got you! You should have received a new URL specific to your database. If you're not sure that you have the new link,…
-
Fundriver Balance's Glossary of Commonly Used Terms and Expressions
Ever wonder if we're speaking different languages?
It happens! Check out this glossary of common terms and expressions. General Terminology Allocation Date “As Of Date” that your funds are valued… -
Transaction Type Guide (Endowment and Expendable)
Attached to this article you will find a PDF version and an Excel version (with 2 tabs) of our latest Transaction Type Guide. PDF: Endowed Transaction Types Expendable Transaction_Types_Revised 2024…
-
Endowment General Ledger Journal Entries
T-accounts can be helpful to illustrate General Ledger (GL) entries. For every debit entry there is a corresponding credit entry. Debit = left side of T account Credit = right side of T account Below…
-
Endowment Accounting 101
New to endowment accounting? Need a refresher on commonly used terms? You've come to the right place! In this article we explore the basics of endowment accounting. 1.…
Are you new here? Maybe you're feeling a little rusty? Either way, we've got you covered! Start here to learn more about endowment accounting and how to get setup for success in Fundriver Balance.