Record spending from a fund
When money from a restricted fund is used, record it so the fund's balance stays right.
Who does this: Office staff4 steps
Before you start
- Your login can record gifts ("Can view & record").
- 1
Open Fund balances
Open Insights → "Fund balances" and scroll to "Record spending from a fund".
Pick the fund. - 2
Fill it in
Choose the fund, type the amount and date, "Paid to", a "Category" and a "Note".
Amount, date and who was paid. - 3
Record
Press "Record". The fund's "Out" and "Balance" update.
The balance updates. - 4
Fix a mistake
Under "Recent spending", press × next to an entry to remove it.
Tips
- Use the same category names each time so they're easy to add up.
- This doesn't post to QuickBooks — record the expense in your books too.
If something isn't working
The "Record spending" form isn't there.
Your login can only view gifts. Ask an admin for "Can view & record".
Only active funds are in the list.
Turn the designation back on under Campaigns → Designations to record against it.
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