Add a Fund using the Add Fund Assistant

Tip: See Notes About Setting Up Funds before adding a fund.

Add a new fund when you have a new major contribution over a long period of time or over several short fund periods. We recommend using the Add Fund Assistant to ensure your fund is set up correctly.

  1. On the Administration tab, click Fund Setup.
  2. At the top, click Add Fund.
  3. Click Yes to use the Add Fund Assistant.
  4. Select the type of fund you want to add. The assistant guides you through each step for the option you select. This includes things like:
    1. Selecting an identifier for your fund.
    2. Giving your new fund a name.
    3. Setting the fund period.
    4. Selecting when payments and charges come due, if needed.
    5. Entering activity names (whether you create them or use our template).
    6. Selecting miscellaneous activities to record, if needed.
    7. Defining values used for the fund, if needed.
  5. Click Next, and follow the steps to set up your fund.
  6. If you use a template to enter activity names, see the Fund Field Information for more on predefined groups. When you're finished, click Use/OK.
  7. Otherwise, if you create your own activities list, click Next and select the options you want. When you're finished, click Finish, and click Yes to create the fund.
  8. If you want to increase pledges to match payments, select the option. For details on this, see the Fund Field Information.
  9. When you're ready to assign the fund period to all families in your program, click Add to Fams.
  10. Make sure you give users the appropriate access to this fund, if needed, under Users and Passwords > Individual Fund Access.