Allocating a contribution to a New Holding (Assets) within a Wrap

Once there is money in the Cash account it can be allocated to various assets within the Wrap.  For Wrap reports to display correctly, money must come into and out of the Cash account.

This section deals with allocating money to new Holdings (assets) within the Wrap.   Later in the guide it will look at allocating money to existing Holdings (assets) within the Wrap.

There are a series of screens and pop ups which need to be completed:

The following articles will look at setting up each of the new Holdings in turn, within the Wrap.