Create a New Fund:
Go to the Funds section from the left-hand menu.
Click the Add fund button.
Enter a name for your fund.
(Optional) Check the box if this is a non-deductible fund.
Click Create to finish.
Edit a Fund:
In the Funds list, click the fund you want to edit.
Click Edit details on the left.
Make your changes (e.g., update the title).
Click Save and you're done!
Archive a Fund:
Open the fund you want to archive.
Click Archive fund at the bottom of the left sidebar.
Confirm the action. The fund will now be hidden from active use.
📌 Note: Archived funds won’t appear in giving forms, but all giving history will remain intact.