> For the complete documentation index, see [llms.txt](https://documentation.opencollective.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.opencollective.com/fiscal-hosts/funds-and-grants/funds.md). # Funds Create, manage, and export data for the Funds hosted under your Organization. Once a Fund is set up, its Fiscal Host manages it from **Dashboard > Funds & Grants > Hosted Funds**. From here you can see every Fund your Fiscal Host currently hosts, create new ones, manage existing ones, and export their data. ## Hosted Funds The Hosted Funds list shows every Fund under your host, with each one's team, fee, hosting start date, total raised, total disbursed, and current balance. Search for a specific Fund, filter by All, Hosted, Frozen, or Unhosted, and sort the list.
Click a Fund in the list to open its details. This opens a full-page profile with tabs for financial overview, money movements, agreements, updates, and more. The Overview tab includes balance and all-time totals, contribution and payout analytics, and recent transactions.
## Managing a Fund The Fund's name, hosted-since date, current balance, and team members, plus a short list of its most recent transactions and activities. Use the "View Transactions" and "View Activities" buttons to see the full history beyond the few entries shown here. ### Settings From this page, you can easily alter a few key settings for a Fund. * **Fee Structure:** Use your Fiscal Host's default host fee, or set a custom fee for this Fund. * **Expense Types:** Use your Fiscal Host's default expense-type settings, or manually choose whether this Fund allows Invoices, Reimbursements, or Grants. * **Payout Method Details:** Control whether Fund admins can see payees' payout method details. Fund admins can also download contribution receipts from **Dashboard > Settings > Payment Receipts**. ### More Actions From a Fund's page, or from the three-dot menu next to it in the Hosted Funds list, you can:
## Create Funds Fiscal Hosts can start a new Fund directly from the Hosted Funds page via the **Create Fund** button, in the top right: just a name, description, and profile URL.
Screen shot of the Create Fund menu.
## Exporting Fund Information Click **Export CSV** in the top right of the Hosted Funds page to download data on your Funds. Use the default export, or configure your own across four field categories: * **About:** e.g. Name, Status, Currency * **Financials:** e.g. Balance, Total Spent (All Time), Average Yearly Received * **Contributions:** e.g. Last Contribution Date, Total Refunded Value, Number of Contributions * **Expenses:** e.g. First Expense Date, Distinct Payees, Max Expense Value Save a custom set of fields as a reusable preset via the "Selected export set" dropdown → "New preset," and use **Export Sample** to download a small test file before running the full export.
Screen shot of the Export Hosted Collectives menu.
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