User Support Forum

I have a few questions: I have entered all contributions and expense transactions but when I run the report for the Balance Sheet; my Checking Asset does not match my end of the year banking statement. Is this normal? Or have I not entered some entries incorrectly. Ex: My end of the year banking sta...

Thank you Neil! However, I thought I mention in the original that I had a Savings account to start. We have a Savings acct at the start of 2020; but closed it around June 2020 and opened a MMA Savings in June 2020. I was trying to reflect those actions; my apologies. So I will not place any fund acc...

I have a similar issue. For 2020; Our location has a Main Checking Acct; A separate Savings Acct for our Building Fund (where we deposit the funds that come into our main checking acct for the building fund); and later in 2020 we closed the Saving Bldg Fund acct; and opened a MMA Savings. I am tryin...

Fund 01 is for standard operating fund; where all contributions come in from donors; and I have the Contribution Funds as Donor Restricted as the Online course states...Fund 02 is the Building Fund and it has it's own separate Savings account. So in actuality, when the contributions come into the Ma...

Help: I am having a problem trying to transfer restricted amounts between restricted accounts. I believe that I understand the "method" of transferring because I have successfully done this with another fund BUT when I try to transfer the restricted contributions from Building Fund 01 housed in our ...