1. In the Navigator Bar, select Funds.
   -or-
2. In the Funds Card, select Go to Funds.
   
3. To list all funds, simply type the magnifying glass in the search bar without any search criteria.
4. To find a specific fund or a group of funds within the same category, such as Offertory, enter a keyword in the search bar, then click the search bar action icon.
   
5. To find a set of funds that meet the same criteria, such as tax-deductible or start/end dates, use the Filter Panel and click the search action icon. 
   
6. If you'd like to narrow down the results further, you may combine search and filter options.
   • Until you click the search icon on this page for the first time, the screen will remain empty.
   • Each time you change the Filter Panel selection(s) and/or the search keyword, click the corresponding search action icon to update the results.
7. Once you see the fund on the list:
   • If you want to update fund information, such as the fund end date, tax-deductible status, or fund permissions, click the fund name link to go to the fund details page.
   • To find all batches created for this fund, click the Fund Batches button or link.
8. Follow this link if the fund is not on the list and you want to add the fund.

Note: Once you find the fund, you may click on the Fund Description and learn the Fund ID.

Updated October 22, 2025 16:17