How To Add A New Funding Asset (Trusts)
Aishah Cholmondeley
7 steps
42 seconds
Estateably
1
Open the Inventory.
2
Click "Add New" in the top-right corner.
3
Select the applicable Inventory type; by default, it will be "Asset." Then, select an asset or liability type from the dropdown.
4
Click on the Funding Asset checkbox.
5
Enter the Funding Date (date that the asset entered the trust) and Adjusted Cost Base (i.e. value as of the funding date.)
6
Complete additional fields for the asset.
7
Once the fields are completed, click "Save" to return to the Inventory screen. You can also click "Save and Add New" to enter another item.
How To Add A New Funding Asset (Trusts)
Aishah Cholmondeley
7 steps
42 seconds
Estateably
1
Open the Inventory.
2
Click "Add New" in the top-right corner.
3
Select the applicable Inventory type; by default, it will be "Asset." Then, select an asset or liability type from the dropdown.
4
Click on the Funding Asset checkbox.
5
Enter the Funding Date (date that the asset entered the trust) and Adjusted Cost Base (i.e. value as of the funding date.)
6
Complete additional fields for the asset.
7
Once the fields are completed, click "Save" to return to the Inventory screen. You can also click "Save and Add New" to enter another item.
