Troop Management Software and Web Hosting for Scouts BSA User Guide
 
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This is an optional step that you would only do if you are using the fund accounting feature.

Go to Money → Individual Transactions and click the Add a New Item button to see a page like the one shown below.

Select the transaction type "Starting Fund Balance".

The Transaction Date should be the date on which this balance was accurate, i.e. the date you officially moved your books to TroopWebHost.

The Description is optional, but we recommend always entering something meaningful.

The Reference is also optional, and probably not relevant for this type of transaction.

If this fund has accumulated more income than expenses, the Amount should be a positive number.

If this fund is currently in arrears, the Amount should be negative.

Click Save & Exit to save this transaction.

Create one transaction for each fund that has a balance.