How do I create a restricted fund?

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  1. Click the gear icon in the menu bar at the top of the screen. Select "Chart of Accounts."

  2. Under the asset account where you want your restricted fund to be located, click the "+ New Restricted Fund" button.

  3. Enter the fund name.

  4. Click the "Submit" button to add the new restricted fund.

  5. 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.  

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