Setting Up Funds
Track giving toward a specific purpose, and what happens to history when a fund is closed.
What a Fund is
A Fund lets you track giving toward a specific purpose, Building Fund, Missions, Youth Camp, separately from general tithes and offerings, while still living in the same underlying transaction system.
Creating one
From Finance, then Funds, create a new fund with a name and optional target amount. Once created, it becomes selectable as a destination anywhere a gift is recorded, manual entry or Online Giving.
If you're tracking a Fund toward a specific goal (say, a building target), it's worth pairing with a broader church goal once that feature is available, so leadership can see progress at a glance rather than pulling a report each time.
Closing a fund
Marking a fund as closed hides it from new-gift selection without deleting its history, past gifts recorded against it remain fully intact in reports.
Related Articles
Best Practices for Categorizing Gifts with Funds
Keep your Finance reports meaningful by being consistent about when to use a Fund.
How Sermfy's Finance Ledger Works
A plain-language look at the double-entry system running behind every simple giving form.
Reconciling Your Finance Records: What to Check Monthly
A simple monthly routine to keep your ledger trustworthy.
Understanding Giving Receipts
What's on a receipt, the difference between manual and automatic receipts, and what happens with no email on file.