Funds

A Fund can represent a subset of the money in your group accounts.  To set up your funds, go to Site Configuration → Funds.

Click Add an Item to begin adding a fund.

Fund Name will appear on reports that show fund balances.

Description tells what this fund represents.

Category is the optional fund category to which this fund belongs.

Display Sequence is the relative order in which this fund will appear with respect to other funds in this category.

Budget is an optional field that can store the target amount for this fund.

Click Save & Exit to save your work.


For our example, we created four funds, as shown below.