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Create and Manage Allocations

How to create, edit, and manage allocations. What are allocations?

Angelina Pavone avatar
Written by Angelina Pavone
Updated over a week ago

Allocations are specific programs, projects, funds. Individual Transactions can be attached to an Allocation to track the total amount raised for a specific fund. Allocations are completely custom to your organization.

Add an Allocation

1. From Transactions, access the Allocations page from the top navigation bar

2. Click New Allocation

3. Add Allocation name and Goal Amount, and then click Save

Add allocations to a giving form. Once you create an allocation, you can add the allocation to any giving form.

  • If only one allocation is added to a Giving Form, each transaction through the form will be assigned to that allocation.

  • If multiple allocations are added to a Giving Form, donors will be able to select a single allocation from the list.

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