https://www.loom.com/share/bb2279a196914c34b850b65e86dc0c2f

Below you'll find the steps to edit a fund in Balance. To edit multiple funds at once, please see Adding/Changing Funds in Bulk

1. To edit a fund, navigate to Funds on the left side panel in your database.
2. Use the table or the search function to find the specific fund you want to edit.
3. You can either click the "Actions" button to the right of the fund, then select "Edit Fund",

   

    
   Or click into the fund, then click the "Fund Actions" in the top right corner and select "Edit Fund".

   

    
4. Update the necessary fields. Scroll down to view additional fields and click on "Additional Account Fields" drop-down for even more options.

   

    
    
5. Click "Save Changes" button at the top or bottom of the page.