Fundriver Balance Knowledge Base

Welcome to Balance! We are so excited to have you join our community! We are eager to show you around and get you all set up with your new database! As you ...

Welcome to Fundriver Balance! We’re excited to have you join the 500+ organizations that already use Balance. We know that changing your endowment managemen...

The Kick-Off Meeting: Approximate time: 1-1.5 hours Objective: To provide the opportunity to give formal introductions, present an overview of the impl...

Walkthrough Meeting Prep: Schedule Walkthrough Meeting Successfully sign into your Balance database Familiarize yourself with how to set up your spendin...

First Posting Meeting Prep: Schedule First Posting Meeting Prepare a listing of any new funds that were established in the period you will be posting Cr...

This template is used to provide us with your initial data to get your new Balance database set up. Click HERE to download the blank template!  TABLE ...

Q: Do I need to load all my data during the initial implementation data load? A:  No. At a minimum, all noted required fields must be loaded to create yo...