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Managing Funds

Funds let you categorize donations by purpose so you can track how much your church receives for each area of ministry. Common funds include General Fund, Building Fund, Missions, and Youth Ministry, but you can create as many as you need.

The Funds Page​

Navigate to Donations > Funds to see a list of all your funds. Each row shows the fund name and its tax-deductible status, which determines whether donations to that fund appear on year-end giving statements.

Creating a New Fund​

  1. Click Add Fund at the top of the page.
  2. Enter a name for the fund (e.g., "Building Fund").
  3. Check the Tax Deductible box if donations to this fund should be included on giving statements.
  4. Click Save.

The new fund immediately appears in your list and is available when entering donations.

Editing and Deleting Funds​

  • To edit a fund, click the Edit button next to it. You can change the name or toggle the tax-deductible setting.
  • To delete a fund, open the edit form and click Delete.
note

Deleting a fund does not remove donations that were previously assigned to it. Those donation records remain in the system.

Viewing Fund Details​

Click on a fund name to open its detail page. This page shows:

  • Donation history -- a list of all donations to this fund
  • Date range filter -- narrow the results to a specific time period
  • Summary statistics -- total donations, unique donors, and total dollar amount

This view is helpful when you need to report on a specific giving initiative or check progress toward a fundraising goal.

Sorting and Exporting​

  • Use the column headers to sort funds by name.
  • Click Export to CSV to download your fund list as a spreadsheet.

Next Steps​

Once your funds are set up, you can assign them to donations when recording donations in a batch.