> For the complete documentation index, see [llms.txt](https://docs.twfsystems.com/documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.twfsystems.com/documentation/how-to-use/balance-sheets/adding-and-managing-holdings.md).

# Adding & Managing Holdings

You can add Holdings (or sub accounts) to an existing Manual Asset account by clicking the Add Holdings button inside Add Asset or Account Details screen.&#x20;

{% hint style="info" %}
Any Linked Accounts with holdings (ie; brokerage accounts) will auto populate holdings associated with said account.&#x20;
{% endhint %}

<figure><img src="/files/EKGRY0SZ8IHupHp2oO1y" alt=""><figcaption></figcaption></figure>

From there you will complete the Holding's individual settings, clicking Save Holding when done.&#x20;

<figure><img src="/files/x0cS7slkriBTa8XoWe1c" alt=""><figcaption></figcaption></figure>

You'll see the new Holding now listed on the previous screen where you can continue adding more individual Holdings one at a time.&#x20;

<figure><img src="/files/aGe0Kjwc0M34WYCGTsrd" alt=""><figcaption></figcaption></figure>

After adding all Holdings, make sure to click Save Asset in order to save the Parent account and its newly added individual Holdings accounts.&#x20;

<figure><img src="/files/OXqKlkWYNVope84luONA" alt=""><figcaption></figcaption></figure>

The total value of all individual holdings will now be included in the Parent account value. You can now view the Parent account and its list of individual Holdings on your Balance Sheet where you can continue to add more Holdings (by clicking on the Parent account title) or edit existing holdings (by clicking on their specific title).

<figure><img src="/files/LYdCCur8VmcHVziQs1TT" alt=""><figcaption></figcaption></figure>


---

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