To enter starting balances for a specific account, follow the steps below.

  1. Navigate to the Accounts page
  2. Select "Load Data" for the account you want to add Starting Balances to.
  3. There are two ways to add starting balances: via file upload or entering data manually.

File Upload:

  1. Go to the "File Upload" tab.
  2. Select "Lukka" as the File Format.
  3. Select "Starting Balance" as the Transaction File Type.
  4. Optional: Download the Starting Balance File template to know how to format your data in the file.
  5. Click "Select File" to upload your file.

Manual:

  1. Go to the "Starting Balance" tab.
  2. Click "Add New Starting Balance."
  3. Enter starting balance data: Date/Time of Acquisition, Asset, Asset Quantity, Cost Basis (in US Dollar).
  4. Click "Save."
  5. Repeat Steps 1 - 4 for more assets, as necessary.

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