Question

How are the fund rules inherited, e.g. from Summary Fund?

Answer

The development team confirms:

Rules are inherited in this order: Ledger > Summary Fund > Allocated Fund.

Ledger rules can be overridden by using the "Override Rules Information" on either fund level.

If a rule is overridden on the summary fund level, this will "break" the inheritance chain.  The modified rule from the summary fund will flow down to the allocated fund underneath. There will be a "Restore rules information" button in the summary fund but not in the allocated fund.

When restoring the rules on the Summary Fund and clicking Save, this will also restore the rules on the Allocated Fund.

Additional Information

Click here for more about "Managing Funds and Ledgers".

• Article last edited: 23-OCT-2019