; FAQ 814: Locate plans with global fund descriptions

FAQ 814: Locate plans with global fund descriptions

Problem:

Is there a way to identify all the plans that use a specific fund?


Solution:

There are several ways to create a list. With no plans open, click on Reports-Other and Funds by Plan, Batch Selection and complete, OK. This gives a list of the fund description code and fund name per plan, with the Disk, plan number and Plan Name.

Alternatively use Ascript-Export (no plans open) and a VXF for exporting the funds/sources description codes.