Summary: Fund Folders are an excellent way to organize your giving funds. Grouping related funds together allows you to easily view a combined total for all the individual funds housed within that specific folder.
Before You Begin
Fund Folders offer incredible flexibility for organizing your giving data. Here are a few highly recommended ways to utilize them:
Missions Tracking: Create a "Missions" folder to house various individual mission funds. This keeps each fund separate while providing a quick grand total for all mission-related giving.
Mission Trips: Create a specific trip folder to easily track the amount each person has raised alongside the overall total that has come in for the trip.
Multiple Locations: Group all the General Fund giving from each campus together into one folder, or create separate folders to group all giving for each individual campus.
Step-by-Step Instructions
Creating a Fund Folder
Navigate to Giving > Funds.
Click the drop-down arrow to the right of the "Add Fund" button.
Select Add Folder.
Give the group a name and click Add.
Hover over the name of your existing Funds (or other Folders) and click and drag them directly into the newly created folder.
Removing a Fund from a Folder
Click the pencil icon to the far right of the specific fund's name.
Click More Options.
Choose None from the dropdown options for the folder field.
Click Update to save your changes and remove the fund from the folder.
Troubleshooting & FAQs
How are my folders and funds sorted on the list? Everything is sorted automatically. Fund Folders are listed alphabetically at the top. Any loose funds not placed in folders are listed alphabetically below the folders. Additionally, funds housed inside a folder are also listed alphabetically within that specific folder.
What should I do with funds that I am no longer using? If you have a list of Funds you are not currently using, the best practice is to archive them. This will safely hide them from your active list without deleting historical data.