How to add a new fund

If you are in our newly designed offering application, please see How to add funds.

Navigation: To facilitate data entry when adding information to a new fund record, press the Tab key to move sequentially through the fields on the form.

Adding a New Fund: Use the following steps to set up a Chart of Accounts in the Offering application or to add a new fund to an existing Chart of Accounts. After you add a fund, you can post pledges and contributions to the fund.

1. In Offering, select the Funds tab.

2. If you manage several organizations, select the desired organization from the Organization List.

3. Click + Add Fund. If the Add Fund button is disabled (dimmed), you do not have organization administrator privileges assigned to your login credentials.
   

4. Complete the details for the fund. See Fund Details for descriptions of the fields. You may want to check with your tax professional on how gifts in kind are handled by the IRS for tax purposes.

5. At the bottom of the window, click Add Fund. A confirmation window is displayed to let you confirm the details of the newly created fund:
    
   
   Note: the Diocesan# and External# fields are used to add an account number or ID to facilitate references between your diocesan or external (ie. Quickbooks) accounting system.

6. If the fund details are correct, click Close to exit. If the fund details are not correct, click Edit. For instructions on editing a fund's details, see How to edit a fund's details.

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How to edit a fund's details

How to set up a fund (video)