> For the complete documentation index, see [llms.txt](https://docs.anedot.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.anedot.com/settings/finance/funds.md).

# Funds

Create Funds in Settings > Finance > Funds to organize donations by purpose, choose the bank account each Fund pays out to, and add a public disclaimer.

A **Fund** organizes donations by purpose, such as a general fund, a building project, or a campaign committee. Each Fund pays out to one bank account and can carry its own disclaimer. You manage Funds in **Settings > Finance > Funds**, then add them to Action Pages in the Page Builder. This article covers how to create, edit, and delete a Fund.

## Before You Begin

* To manage Funds, you need **Account Management: Edit Funds** permissions.
* Connect at least one bank account first. See [Bank Accounts](/settings/finance/bank-accounts.md).

## What Funds Do

* Credit each donation to a specific purpose.
* Send each Fund's donations to the bank account you choose.
* Show a disclaimer, such as a "paid for by" line, on Action Pages that use the Fund.
* Share donations with connected accounts on Tandem Pages. See [Connected Accounts](/settings/access/connected-accounts.md).

The Funds list shows each **Fund**, its **Bank Account**, and the **Pages** that use it. A **Default** badge marks your default Fund, and a **Tandem** badge marks Funds that are shared by default with connected accounts. You can filter the list by bank account.

## Create A Fund

To create a Fund:

1. Go to **Settings > Finance > Funds**.
2. Click **Add Fund**.
3. Enter a **Fund Name**.
4. Enter an **Internal Identifier**, a code you use to match this Fund in other systems, such as your accounting software.
5. Choose a **Bank Account**.
6. (Optional) Enter a **Fund Disclaimer**.
7. (Optional) Turn on **Default Fund** to make this your account's default Fund.
8. (Optional) Turn on **Default for Tandem** to share this Fund automatically with organizations you connect to.
9. Click **Add Fund**.

To use the Fund on a page, add it in the Page Builder. See [Funds in the Page Builder](/action-pages/page-builder/funds-in-the-page-builder.md).

## Edit A Fund

To edit a Fund:

1. Go to **Settings > Finance > Funds**.
2. Click the Fund.
3. Update its details. The Fund details also show its **Fund ID**, **Date Added**, **Connected Accounts**, and **Action Pages**.
4. Click **Save**.

## Delete A Fund

You can delete a Fund only when no Action Pages use it and it isn't shared with a connected account. Remove it from those pages and connections first.

To delete a Fund:

1. Go to **Settings > Finance > Funds**.
2. Click the Fund.
3. Click **Delete Fund**, then confirm.

If the Fund can't be deleted, it may still be linked to Action Pages or connected accounts. Contact our Support team at <help@anedot.com> for help.

## Related Articles

* [Funds in the Page Builder](/action-pages/page-builder/funds-in-the-page-builder.md)
* [Bank Accounts](/settings/finance/bank-accounts.md)
* [Connected Accounts](/settings/access/connected-accounts.md)
* [Tandem Pages](/action-pages/advanced-features/tandem-pages.md)
* [Finance](/settings/finance.md)


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