As many new funds as you require can be created. You can even have multiple funds of the same type.

To create a new fund;

  1. Press the Add a new fund button
  2. Enter a name for the fund
  3. Select a fund type.
  1. Enter the remaining information.
  1. Press Save Fund Details to create the fund.
  2. If we return back to the Funds page, we can see that the fund has been added to the list and is now active.
Last modified: 15 September 2021

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