Overview

FutureFund Connect organizes your records into yearly time periods. Depending on the page you are on, the same period may be labeled “Term,” “Fiscal Year,” or “School Year.” They all mean the same thing: a year range such as 2025 - 2026.

Board members, documents, and memberships are each tied to one of these year ranges. That keeps your history organized and makes it easy to see what happened in any given year.

Filtering a Page by Term

The term is a filter on the page you are viewing — not a single switch that changes the whole site. Pages like Memberships, Documents, and reports each have their own filter.

1. On a page that supports it, find the Term filter (it may read Fiscal Year or School Year depending on the page).
2. Choose the year range you want to see, such as a previous year.
3. The list updates to show only records from that year range.

A few things to keep in mind:

• Each page filters on its own. Changing the term on the Memberships page does not change it on the Documents page.
• Most pages open already filtered to the current year range, so you usually see today’s data first without doing anything.
• To review history, switch the filter to an earlier year range. To return to the present, set it back to the current year.

How a "Current" Term Is Decided

Each entity (your unit, council, or district) has a Fiscal Start Month setting. This is the month your year begins, and it controls where one term ends and the next begins.

• The default is July, so a term runs from July 1 through June 30 of the next year (for example, July 2025 through June 2026, shown as 2025 - 2026).
• If your organization’s fiscal start month is set to something else, your term boundaries shift to match.
• The “current” term is simply the year range that today’s date falls into, based on your fiscal start month. That is the term pages default to.

Changing Your Fiscal Start Month

1. Open your unit, council, or district settings (the Edit form for your organization).
2. Find the Fiscal Start Month dropdown.
3. Choose the month your fiscal year begins.
4. Save your changes.

If you are unsure which month to use, check your bylaws or ask your state PTA before changing it — this setting affects how every term lines up.

Moving Data Forward to a New Term

When a new year begins, your board members do not move forward automatically. You can carry them over so you are not starting from scratch.

• Use Copy Board Members to Next Term to bring your current board members into the upcoming year.
• After copying, review the new term’s roster and update any positions that have changed.

This way the routine work carries forward, and you only need to adjust what is actually different.

Tips

• The label changes by page (“Term,” “Fiscal Year,” or “School Year”), but it always means the same year range.
• Before entering new data, glance at the term filter on that page so your record lands in the year you intend. Entering data under the wrong year is a common, easy-to-make mistake.
• After a fiscal year rolls over, remember to copy your board members forward so the new term is ready to go.