> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/funds/fund-management.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

> This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.

`Plan > Funds` lists every fund your organisation manages. Each row shows how much the fund has
to distribute, how much it has paid and how much it has left.

This appears only when it is turned on for your organisation. It needs both the Payments and Funds
modules, and you need the `Can access Payments` permission. Labels that name `Fund` use your
organisation's own term if you've renamed it.

## What each row shows

The list opens sorted by `Name`, with these columns in this order:

- `External ID`: the fund's ID in your other systems, if it has one.
- `Name`. Select it to open the fund's record.
- `Distribution Amount`: what the fund has to distribute.
- `Paid Amount`: what has been paid from it. A refund you have received comes off it; a voided
  payment never counts.
- `Available Amount`: the `Distribution Amount` less the `Paid Amount`.
- `Anonymous`: `Yes` when the fund's donor is kept anonymous.
- `Anonymous Name`: the name shown in place of the donor's.
- `Tags`.

Each amount is in the fund's own currency, shown with its code, such as `AUD 10,000.00` or
`NZD 3,000.00`.

## Your own fund columns

Any custom fund field marked `Display in list` appears after `Tags`, in the order the fields are
set up, headed by the field's own label. A fund with no value for that field shows a blank cell.

If you can add funds, select `Settings` at the top of the list to set up these fields and choose
which are columns. See [Fund settings and custom fields](fund-settings.md).

## Totals

The last row totals `Distribution Amount`, `Paid Amount` and `Available Amount` over every fund that
matches your search and filters, not only the page you are on. When your funds are in more than one
currency, each column shows one total per currency, such as `AUD 15,000.00 · NZD 3,000.00`. Amounts
in different currencies are never added together.

## Find a fund

- Search by the fund's name, its anonymous name or its `External ID`.
- Use the `Tags` and `Fund Type` filters. `Advanced filters` adds `Parent Fund` and `Anonymous`.
- Select any column heading to sort by it.

## Choose your columns

Select `Columns` to choose which columns you see. `Name` is always shown. Your choice changes only
your own view, and `Use the default columns` puts the list back as it was.

## Add a fund

Select `New Fund` at the top of the list to add a fund. See [Add or edit a fund](fund-form.md).

## Open a fund

Select a fund's name to open its record. Its `Overview` tab shows the fund's own amounts and
description, and its `Child Funds` tab shows every fund below it with the amounts added up per
currency. See [A fund's record and its child funds](fund-record.md).

## Where the money comes from

Select `Sources of funds` at the top of the list to record the upstream agreements and funds your
grants are paid from, and to attribute each approved application across them. See
[Sources of funds](sources-of-funds.md).

## Distribution cycles

If you can create payment batches from funds, select `Run Distribution Cycle` at the top of the list
to distribute every fund whose next distribution date has come. See
[Run a distribution cycle](distribution-cycles.md).

## See also

- [Add or edit a fund](fund-form.md)
- [A fund's record and its child funds](fund-record.md)
- [Sources of funds](sources-of-funds.md)
- [Fund settings and custom fields](fund-settings.md)
- [Run a distribution cycle](distribution-cycles.md)
- [Payments](../payments/index.md)

## Import from a file

If you can add funds, the `Import` menu is beside `New Fund`. `Import Funds` updates amounts and can
add funds from a CSV file, and `Import valuations` records market values from one. Either way you see
every row before anything changes. See
[Import fund amounts and valuations](importing-fund-amounts.md).