Fund balances (restricted gifts)
See, for each fund (designation), what came in, what was spent and what's left — this year and all time. Useful for restricted gifts.
Who does this: Office staff4 steps
Before you start
- Funds are your designations (Campaigns → Designations). Gifts count toward a fund when they're given to that designation.
- 1
Open Fund balances
Open Insights → "Fund balances". Three boxes show "Came in this year", "Spent this year" and "Left in all funds".
Totals across all funds. - 2
Read each fund
Each row: "In this year", "Out this year", "In (all time)", "Out (all time)" and "Balance". A red balance means more was spent than came in.
In, out and what's left. - 3
Record spending
Use "Record spending from a fund" below the table — see "Record spending from a fund".
Record what was spent. - 4
See recent spending
"Recent spending" lists the last 25 entries.
Tips
- Help given from the chesed fund to a designation counts as spending too.
- "This year" starts on January 1.
If something isn't working
"No funds yet".
Add designations under Campaigns → Designations, and choose them when recording gifts.
A gift isn't counted in its fund.
Open the gift and set its designation (reason).
Related guides
Was this helpful?