These steps will create a unique list of Fund Codes specific to this local unit.
1. Create a new tab named Fund Codes
2. Filter the trial balance on Column A where text begins with “Fund “
3. Copy list of fund codes and descriptions to FundCodes A2 Paste Special Values only.
4. Insert 3 columns to the left of Column A
5. Name the columns: LfcMunID, LfcFtsID, LfcCode, Source, LfcName, Skip1
6. Column A = local unit’s MunID
7. Column C =RIGHT(LEFT(D2,8),3)
8. Column B 106. NOTE: This ID is a placeholder for Other Governemntal Funds and the record will be properly tagged once in Munetrix.
9. Column G =RIGHT(D2,LEN(D2)-11)
10. Column F =PROPER(G2).
11. Import FundCodes into the MySQL tbale named “c_lufundcodes” and then tag the Funds from the local unit home page in Munetrix