In the Setup tab of the Settings section, you are able to choose which month your year end is by selecting the relevant month from the drop down.

You can also add, edit and remove payment sources.   

A new Source can be added by clicking the + Source button, giving the Source a name and clicking the Save button.  Sources can be added to donations when they are added using the Record Donation button or when a bank statement is imported.

You can edit an existing source by clicking the orange pencil icon, or delete a source by clicking the red dustbin icon.

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