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    Nothing is allocated when running asset rebalancing edit and post. What did I do wrong?
    • 12 Jan 2023
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    Nothing is allocated when running asset rebalancing edit and post. What did I do wrong?

    • Updated on 12 Jan 2023
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    Article summary

    When I run my edit and post report for asset rebalancing, it comes up blank.
    When I look at the Asset management tab for the funds, the Targets are all empty. How do I get those to automatically default to the previous years settings?

    Answer:

    Typically this happens at the start of a new fiscal year.  You need to run the process to Copy Prior Year Targets or Set Strategy Targets.  This can be found on the Process tab in the Asset Rebalancing Super Tab in the General Ledger.

    It is also possible to have a blank report if there really are no assets to move.  This typically occurs when you run asset rebalancing again before any journal entries impacting the asset accounts are posted.
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