1. Click Management in the menu bar
  2. Click Funds under the Donor Strategies section
  3. Click New Fund under the Tasks menu
  4. Type the name of your new Fund in the Name field
  5. If you intend to export transactions for use in your accounting software, fill in the appropriate Cash, Receivable and Revenue Account numbers from your accounting software before saving your new fund.
  6. Fill in the Financial Edge Project ID if you intend to use the Financial Edge Export before saving.
  7. Click the Save And View All Funds