Create a new fund
Go to Accounting → Funds
Click Create fund
Enter the fund name
(Optional) Mark it as non-deductible
Click Create
If online giving is enabled, the fund can also receive online donations.
Edit a fund
Open Accounting → Funds
Click on the fund you want to edit
Select Edit details
Update the name or deductibility status
Save your changes
Changes apply to future giving only. Past donations stay unchanged.
Mark a fund as deductible or non-deductible
Open the fund details
Click Mark as non-deductible or Mark as deductible
This setting affects tax statements for donors.
Archive a fund
Open the fund you want to archive
Click Archive fund
Confirm the action
Archived funds:
Cannot receive new donations
Keep all historical giving data
Still appear in reports
Good to know
You must have at least one active fund
The General Fund is created by default
Archived funds can be reactivated if needed