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A quick snapshot of all active funds held under a regional affiliate can be generated using Fund Manager by following these simple steps:

  1. One the home page for the affiliate, use the horizontal scroll bar beneath the tabs to scroll all the way to the right and find the “Export Fund Balances” tab.
  2. Click on the “Export Fund Balances” tab. A spreadsheet file will automatically download.
  3. Locate the file and open with a spreadsheet application (Excel, Numbers, etc.).

All open funds of the affiliate, along with the total balance and spendable balance for each fund, will be listed in the spreadsheet.

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