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Overview

Create a new balance using either of these methods:
  1. Click New > New balance in the top-right corner
  2. Use keyboard shortcut Option + B (Mac) or Alt + B (Windows)
Make sure to create a new ledger first to group your balance in.
Then complete these fields and click Create balance:
FieldsDescriptionExample
Ledger IDID of the parent ledgerldg_473e03d4-e00e-42a6-919e-3bd1bb8102f7
CurrencyISO 4217 code, crypto ticker, or custom unitEUR, USDT, POINTS
Custom fieldsOptional metadata for your balance"first_name": "Esme"
Link to identityAttach balance to identity record (by ID). Can be viewed on the identity details page

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