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.
To 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 so that each transaction through that form will count towards your allocation goal automatically. (You can also add multiple allocations to a giving form and let your supporters select their preference)