Estateably

To record transactions in a deceased's or grantor's bank account, the account must first be managed. This article explains how to manage an account and change its opening balance.

Manage bank accounts (Estates and POAs)

To record transactions in a deceased's or grantor's investment account, the account must first be managed. This article explains how to manage an account and change its opening balance.

Manage investment accounts (Estates and POAs)

How to perform actions on holdings such as purchases, sales, stock splits, ACB adjustments, and ROCs.

Corporate actions and holding options

When adding a holding, use the Asset Class and Sub-class fields to classify it correctly for reporting. This article explains when each field is required and lists all available values.

Select the right asset class and sub-class for a holding

How to track payments to a loan, line of credit, or other liability in Estateably.

Accounting for an active loan/line of credit

How to manage bank and investment accounts

Account Management

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