How do I find the balance for a fund?

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A fund balances report displays the balance in a fund. This includes spendable cash, income and endowments. (Current as of the previous month or most recently closed quarter.) 

1. Log in to the Advancement Resources website.

2. Select Fund Reporting > Fund List/Information.

 

2. Select at least one fund. Choose Fund Balances below the list of funds and click Submit.

Note: You must have your popup blocker disabled for uwadvancement.org. Because fund reports open in a new window, a popup blocker will prevent you from creating reports.

3. Select an end-date for the fund balance report. Click Create Report.

 

4. You can also export the report to Excel using the button above and to the right of the report.

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