Add Funds

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To add a Fund in Argenta you go to General Financials > Funds. 
 
 
 
 
Click "Add New" from the top.
 
  
 
 
This opens a new screen, the Add A New Fund screen. 
 
 
 
 
From here you will fill in the details of your Fund:
  • Fund Type, required.  There are four types, Unrestricted, Temporarily Restricted, Permanently Restricted, or Designated.
  • Fund Category, required.  There are five types, Agency Funds, Current Funds, Custodial Funds, Non-Current Funds, and Scholarships.
  • Fund Name, required.
  • Description, not required.
  • Starting Balance, if there is one.
Once all the fund details have been filled out, click "Add This Fund."  This will take you back to the fund listing and show your newly created fund.