Consolidate Fund Amounts
You can reduce the number of entries in a family's fund history by consolidating fund amounts into monthly, quarterly, or yearly totals.
CAUTION: This process alters data. We recommend backing up your data before proceeding.
- On the Administration tab, click Fund Setup. Locate the appropriate fund, then click Consolidate Amounts.
- Select the type of total you want to consolidate into.
- Select the fund periods you want to consolidate.
- Click Consolidate/OK.