Add Funds to Funding Sources

The amount available in a funding source can be increased as needed. For example, you may want to increase the amount in a source to support a new budget.

Warning: Funds can be added to a source but not removed.

Tip: If you are adding funds to a source as a result of year-end processes (i.e., preparing funding for a new program cycle, etc.), it is recommended to create a new funding source specific to the time-frame to make reporting easier. Any sources that are no longer in use can be closed. Learn more.

1. Navigate to the Program Setup > Funding Sources area.

2. Select the ellipsis icon next to the source and then Edit funding source.

3. Update the value in the Total amount field to add funds to the source.

   Tip: The value in the Total amount field must be greater than or equal to the original cash value. For example, a source with a Total amount of $500 can be increased to $600 but cannot be decreased to $400.

4. Save all changes.

Note: Adding money to a source has no impact on the budgets associated with it.