Transfering Data from one accounting fund to another

[Joetta Trimble]

We have several accounting funds that are used for pass-through transactions. Is it possible to move all the data in one fund to a new accounting fund number? In other words, are you able to give all the data in a specific fund a new number, and then be able to use the old fund number for something else?

For example, we have Fund 44, which is Flower Fund and I would like it to become Fund 56, which is now an inactive fund, but I want the history attached to Fund 44 to become a part of Fund 56. Is this possible?

Thanks for any help you can provide.

[Zorak]

You can transfer the balances, but it is not possible to transfer the transaction history.

[Jeff]

Do you just want to change fund 44 to 56, or does fund 56 already exist and you want to combine fund 44 into fund 56?

[Joetta Trimble]

Thanks for the posts/replies. When I first posted the question, it was rhetorical, because someone had asked if it could be done. The situation is this: We have one fund that is called Senior Adult/Health Ministry (it used to be just Health Ministry, because we had a Parish Nurse who did both). Now we have a paid Senior Adult Ministries Coordinator, and midway through the year, they put in place a volunteer Health Ministries Coordinator. It worked for awhile to let them share this fund for various in and out expenses, and they were minimal. Now both ministries have expanded and we see the need to separate them. I've been able to figure out the amount of income/expense/current balance for each ministry for the current year as of August 31. Now I'm wondering if we should continue through the end of 2009 as is, with an Excel spreadsheet showing the details, then in 2010 start fresh with two separate funds. I really hate to make such radical changes at this point in the year.

Any thoughts?