Historical Data Definition:  Any fund values (market values and historical gift), activity (sum of all investment activity for specific post dates), or tran...

Answer: Yes, you can easily delete a file you've imported, along with any data that was added or changed as a result of that import. Click on ACTIVITY ...

Great question!   The short answer - it depends on what import type you are using... Standard Transaction Import - For this import type you will ne...

Answer: To adjust shares without affecting market value, you must enter an overriding unit price.  Creating two transfer transactions in the period where t...

Great question!   Answer: It depends on whether you are using our New Spending Interface or the Old Spending interface. If you are on the New Spending In...

Answer:  If you would like to download transactions to excel, go to Activity > Edit Transactions. Select your desired transaction type (this example uses...

Answer: No, you will not have to reenter any gifts and investment activity. The system will remember what you've input for each quarter. You may hav...

Answer: If you've uploaded transactions via the GL Import feature, but some rows aren't showing up, it could be for a few reasons. Here are a coup...

Post date is determining which period your transactions are posted to in your database. Journal date is informational and not a requirement. There are a...

There are several options for adding gifts and other transactions to the Fundriver system.  You can add each gift individually, copy and paste a list of gif...