Funds

A fund is a reason to raise money. For example: Sabeel, FMB, Niyaz, Masjid Construction, a pickleball tournament. Your jamaat chooses the names, and the dates each fund runs.

Every pledge names a fund. So make the funds first.

Add a fund

This is for the treasurer. Add a fund for each reason your jamaat collects money.

Where. Funds > Add fund.

1. Press Add fund.
2. What should we call it? Type the name your jamaat uses.
3. Which umoor is this for? Choose the umoor that runs this fund.
4. When does this fund run? Choose the dates. Read Set a fund's dates below.
5. Press Save changes.

Tip. A building gets its own fund. For example: Masjid Construction.

Next. The fund shows on the Funds page. You can now add pledges to it.

Set a fund's dates

Every pledge and payment is filed under the year its date falls in. So the dates decide which year a payment counts for.

1. Open the fund.
2. Go to When does this fund run?
3. Choose the start and the end. For example: 1 Ramadaan to 29 Shabaan.
4. Press Save changes.

The dates use the Misri calendar. You set them once. The app finds the dates for every year.

Reminders. New dates move QuickBooks payments at once.

Give a fund its own column on Balances

1. Open the fund.
2. Go to Balances page. Tick Give this fund its own column.
3. Press Save changes.

Stop using a fund

An old fund can leave your lists. Its history stays.

1. Open the fund.
2. Go to Is this fund in use?
3. Choose Archived. Press Save changes.

To use it again, choose In use.