Using Fund Folders


  • Fund Folders are a great way to organize Funds for a multitude of reasons. This allows you to easily see a total for all of the individual Funds in a Folder. 

Potential Uses:

  • Missions - If you would like to know how much money has been contributed to Missions but you have a number of different Missions funds. Create a Folder and it will keep each Fund separate but give you the fund total.
  • Missions Trips - You can track the amount each person has toward their trip as well as the overall amount that has come in for the trip by creating a Missions Trip Folder
  • Multiple Locations - You can handle this one of 2 ways, either group all the General Fund giving from each campus together or group all the giving from each campus together in separate Folders.

To Create a Fund Folder follow these steps

  1. Navigate to "Giving > Funds."
  2. Click the drop-down arrow to the right of the "Add Fund" button and select "Add Folder"
  3. Give the group a name and click "Add."
  4. You can now hover over the name of other Funds (or other Folders) and drag them into the newly-created Folder.2020-04-07_13-24-43__1_.gif


Additional Information:

All Fund Folders are listed alphabetically first by Folders and then funds not in folders listed alphabetically below. Funds within a folder are listed alphabetically within each Fund Folder as well.

If you have a list of Funds you are not currently using, consider archiving them to hide them from the list.

To remove a fund from within a folder:

  1. Click on the pencil icon to the far right of the fund name.
  2. Click on "More Options" and choose "None" for the folder field.
  3. Click "Update."
Was this article helpful?
3 out of 11 found this helpful