What are parent/sub-funds and how do I manage them?
Use parent funds and sub-funds to organize your fund designations. You may have a fund designation that encompasses several other funds. This primary fund is a parent fund, and the funds grouped under it are called sub-funds.
Managing parent and sub-funds is fairly intuitive, but here are some quick pointers! Remember to read Fund Management Overview if you have questions about terminology.
Any fund designation can become a parent fund or a sub-fund.
Create Parent Fund: Clear the Parent Fund dropdown menu.
Create Sub-Fund: Choose a fund from the Parent Fund dropdown menu.
Refer to Add & Edit Fund Designations for more detailed instructions
Deactivating, Deleting, Reactivating
Click the three dot on the right side of the fund you want to edit to a parent fund will also be applied to its sub-fund.
Actions to a sub-fund won't translate to its parent fund.
You must reactivate a parent fund before reactivating its sub-funds. You cannot reactivate the sub-fund of an inactive parent fund without first reactivating the parent fund.
A parent fund will not be affected by its sub-fund. Deleting/deactivating/reactivating a sub-fund will not affect its parent fund.
Refer to Deactivate, Reactivate, or Delete a Fund for more detailed instructions.