# Create and manage funds

Add a fund, change its details, or archive it while retaining its posting history.

Canonical: https://demo.qixcount.com/help/nonprofit/funds

Who can do this: Owners; fund access needs *View funds* plus the permission for each create, edit or archive action

Where: Nonprofit, then Funds

You'll need: An accessible active or trial Nonprofit subscription

## Add a fund

1. Under **Nonprofit**, select **Funds**.
2. Select **Create fund** to open the side panel.
3. Enter a unique **Code**, up to 20 characters.
4. Enter **Name**, up to 255 characters.
5. Enter **Description** if needed, up to 2,000 characters.
6. Select **Board designated** if that marker applies to this fund.
7. Select **Save fund** to return to the list.

## Who can do this and what you need

Funds track resources by purpose in a Nonprofit business. Setup creates an Operating fund for default transaction coding. A fund is separate from a donor restriction; see the [coding glossary](https://demo.qixcount.com/help/getting-started/glossary#nonprofit-coding).

You need **View funds** to open the list or record, **Create funds** to add one, **Edit and reactivate funds** to edit or reactivate one, and **Archive funds** to archive one. Setup is available before mapping approval.

The standalone creation form has the same fields:

![Fund fields for code, name, description, and board designation](https://demo.qixcount.com/images/help/nonprofit-fund.webp)

## Find or edit a fund

Search by code or name. **Status** starts with **Active**; select **Archived** or **All** to find other funds. On a phone, select **Filters** to reach these choices.

Select the fund name to open its balances and accounts. Restrictions and grants appear with their viewing permissions. The year summary and report links need **View Nonprofit reports** permission.

Select **Edit** in the row menu or record to open its details panel. Select **Save fund** after changing the fields.

## What happens next

Saving details posts no money. **Archive** in the row menu stops new use while keeping history; **Reactivate** restores it. The default Operating fund cannot be archived. Reactivate an archived fund before settling an open document coded to it.

The board-designated marker does not select donor restriction coding on transactions.

Next, [create programs](https://demo.qixcount.com/help/nonprofit/programs) or [code a transaction](https://demo.qixcount.com/help/nonprofit/fund-coding-on-transactions).