How to add and edit a cash balance?

Cash balances are cash holdings that exist within bank and investment accounts. All cash balances must be linked to a Bank or Investment Account. While they are usually created automatically when bank and investment accounts are connected to Asora, it is also possible to create them manually.

The video below shows how a cash balance can be created within an Account:

Once cash balances are created, they appear in the Account card within the holdings section, and also in the Assets & Liabilities tab. The video below shows how the Name, currency and Cash balance ID can be edited.