- Click the gear icon in the menu bar at the top of the screen. Select "Chart of Accounts."
- Under the asset account where you want your restricted fund to be located, click the "+ New Restricted Fund" button.
- Enter the fund name.
- Click the "Submit" button to add the new restricted fund.
- Once you are done adding your restricted funds click on "Save Changes" to complete the process.
Note: You will not be able to add a beginning balance to a restricted fund. To add money to your restricted fund you will need to add a transaction to move money into the account. Use a Journal Entry or Transfer Transaction to accomplish this.