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.
  1. On the Administration tab, click Fund Setup. Locate the appropriate fund, then click Consolidate Amounts.
  2. Select the type of total you want to consolidate into.
  3. Select the fund periods you want to consolidate.
  4. Click Consolidate/OK.