[Closed] How do I close a Fund?

How do I close a Fund?

• Funds cannot be deleted once they have transactions. However, you can CLOSE a fund when its balance is zero.
• Closing a fund means that it can no longer be used for entering transactions (Receipts/Expenses/Transfers).
• Closed Funds will appear in Reports.
• Closed Funds can be re-opened at anytime.

To close a Fund

• navigate to Funds
• click Fund "Edit/View" icon
• click "Edit" button
• Change "Status" to CLOSED*

It is not possible to close your General Fund.

*Please remember the Fund must have a zero balance before you can close it. Use to Funds/Event Transfer [Transfers > Fund & Event Transfers] feature to move surplus funds to another Fund.