Creating a Restricted Fund


Restricted Funds are a reserve of money that can be used only for specific purposes. These accounts are tied to specific Asset accounts.

  1. Click the Settings cog and select “Chart of Accounts.”
  2. Find the Asset account that your Restricted account will belong to. Click on the “New Restricted Fund” button on the account line.
  3. Enter the account name.
  4. Click the “Submit” button.