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Edit the Opening Balance of a Managed Account

Alexander Wulkan avatar
Written by Alexander Wulkan
Updated over 4 months ago

To edit the opening balance of a managed deceased’s bank account, click on the ellipsis beside the asset to be edited in the inventory and select Edit Original Value of Account

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The Edit Inventory Item page will be displayed, the Date of Death Value and the Current Value fields and now editable. Enter the new values in any of these fields and click Save.

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