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You can view a recap of a family's fund totals through a specific date or for all dates. The monthly totals also display. Navigate to appropriate record in the Contributions window, then click Recap/Totals in the navigation pane.

Useful Information


You can select the default view of this window. On the File menu, click Setup > Initial Setup.

Additional Field Information

Show Recap Totals Through
Select to display the totals through the date you want. This doesn't include future postings.

Show Recap Grand Totals for All Dates
Select to display the grand total, including future postings. For example, if you enter a pledge with a future date, the total amount due (rather than the amount due-to-date) displays.



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