Money Given for a Specific Purpose

What recording a restriction does

From your Group's Treasury page, anyone with permission can record a restriction: the funder's name, the amount, when it arrived, and the purpose it's for. It shows up on the Treasury page as a total recorded when the money arrived.

A record is not the same as a fund

Recording a restriction is a note about a condition. It captures what the money was given for and who asked for it, and it does not by itself stop anyone spending against it. The total shown is what arrived under the restriction, not what remains.

When you want the balance enforced rather than noted, open a fund instead. A fund carries its own running balance, a payment says which fund it comes out of, and your Group is refused outright if it tries to pay more than that fund holds. The two work well together: the restriction records the promise you made to a funder, the fund keeps you from spending past it by accident.

What neither does is judge whether a payment genuinely serves the purpose. A fund can tell you the money is there; only your Group can say the spending honours what it was given for.

Releasing or lapsing a restriction

A restriction can be marked released once the funder's condition has been met or waived. It can also be set to lapse on its own on a stated date. Either way, the record stays in your Group's history.

Related guides

• Getting Money In and Out: funding your shared account and sending payments.
• What We Report, and What We Don't: a different, unrelated report.