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?

Fundriver Balance's Glossary of Commonly Used Terms and Expressions

Endowment Accounting 101

Funds

How Do I Add a Fund?

How Do I Add Fund Categories (Populate Fund Profile Drop Downs)?

Adding/Changing Funds in Bulk

How Do I Attach Documentation/Notes to a Fund?

Transactions/Posting

Transaction Type Guide (Endowment and Expendable)

How Do I Enter Transaction Activity in Balance?

How do I edit or delete transactions?

Overview: Using Due To/Due From

How Do I Reopen a Period?

Checklist for Posting Transactions and Investment Activity

How Do I Post and Reconcile Investment Activity by Investment Pool?

If you have the Investment Portfolio module

How Do I Add a New Investment Manager to a Pool?

Spending

How Do I Create Income/Spending Distributions?

Reports

How Do I Run Reports in Balance?

User Defined Reporting Tool