> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/news/2026/2026-11-06-fund-form-and-record.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

## What's new

- **Add a fund.** `Plan > Funds` has a `New Fund` button. The form takes the fund's name, amount and
  currency, tags, description, internal notes, `External ID`, parent fund, fund type, distribution
  mode and frequency, and your own custom fund fields. A name or `External ID` another fund already
  has is refused on its field. See [Add or edit a fund](/administrator/funds/fund-form).
- **Edit a fund.** The same form opens from a fund's record, with what it holds today. If someone
  else saved the fund while you had it open, the form asks you to reload first.
- **Donor anonymity kept in step.** Ticking `Anonymous` sets `Donor Anonymity` to `Anonymous`, and
  choosing a `Donor Anonymity` ticks or unticks the box to match. Either anonymous choice needs an
  `Anonymous Name`.
- **Accounting Code while connected.** `Accounting Code` is on the form only while an accounting
  integration is connected. A code saved earlier is kept while it is disconnected.
- **A fuller fund record.** A fund's record shows all of its fields, and gains a `Payments` tab
  listing the payments that carry the fund and a `History` tab of every change made to it. See
  [A fund's record and its child funds](/administrator/funds/fund-record).
- **The fund on each batch line.** While Funds is turned on, a payment batch's lines show a `Fund`
  column naming the fund each payment is drawn from.