Funds and categories
Set up the funds people give to and the categories you spend from, and archive ones you no longer use.
Finance > Categories holds two kinds of list:
- Funds (giving): what people give to, such as Tithes, Offerings, Missions or the Building Fund.
- Expense categories: what you spend on, such as Utilities, Rent or Hospitality.
Add one
- Select Add category.
- Enter a Name and choose the Type: Fund (giving) or Expense category.
- Select Add.
Rename, archive or delete
From the row menu:
- Rename changes the name everywhere it is used, including past gifts and expenses.
- Archive hides a fund or category from new gifts and expenses but keeps its history. Select Unarchive to bring it back.
- Delete only works if nothing has ever been recorded against it. If it has been used, archive it instead.
Still stuck?
Contact support Tell us what you were trying to do and we will help.