Create a donation fund

A fund is an accounting category that classifies each donation received. Each fund appears as an option on the form and as a column in financial reports.

TL;DR

Donations → Funds → New fund. Set name, accounting code and donor visibility. Save.

Steps

1. Donations → Funds → New fund.
2. Public name: how the donor will see it (e.g. “Missions 2026”).
3. Accounting code: short internal identifier (e.g. MIS2026). Must be unique.
4. Visibility: check Visible to donor if the fund appears on the public form. Uncheck for internal-only funds (legacies, adjustments).
5. QuickBooks account (optional): map the fund to an account so it syncs automatically.
6. Active from / to: if it is a time-bounded campaign, set the window.
7. Save.

Best practices

• Create funds by purpose, not by payment method. The method (card, transfer) is recorded separately.
• If a campaign is temporary, set end date so it disappears from the form automatically.
• Use a consistent accounting code across years (MIS2026, MIS2027) to ease reconciliation.

Delete a fund

You cannot delete a fund that has donations attached (it would break history). What you can do is archive it: it stops appearing on the form but past records remain intact.