Contents

• Overview 
• Key Terms 
• Step-By-Step Instructions 
  • Access Budgets
  • Create Funds (Money)
  • Create Funders
  • Add Contributions
  • Create Categories

Overview

This step-by-step guide shows Organization Owners how to set up program budgets. It covers creating essential elements, including Funds, Funders, Contributions, and Budget Categories. 

💡Hot Tip: Set up your Budgets before configuring your program(s). Although it’s not necessary, it makes the build process easier. 

⚠️ IMPORTANT: Budgets is an add-on feature and may not be included in all plans. If you'd like to add it, please contact Customer Success.

Key Terms 

Here are a few terms you'll see throughout this guide:

Step-By-Step Instructions 

Access Budgets (For Organization Owner)

As an Organization Owner, you'll set up budgets at the organizational level, which can be used across multiple programs. 

⚠️IMPORTANT: Funds, Funders, Contributions, and Categories cannot be deleted once they are in use.

1. Logged in as the Organization Owner, click on Budget in the top menu.
   
   

Create Funds

1. In the Budget dropdown, select Funds.

2. Click +Add New Fund:

3. Fill in the required field(s):

A. Title: Enter a clear name/title for your fund.

B. Description (Optional): Describe your fund’s purpose.

4. Click Add.

You'll see your fund on the Funds page. 

Create Funders

1. In the Budget dropdown, select Funders.

2. Click +Add New Funder.

3. Fill in the required field(s):

A. Title: Enter a clear name/title for your funder.

B. Description (Optional): Describe your funding source.

4. Click Add.



You'll see your funder on the Funders page.

Add Contributions 

1. Click the name of the Funder you just created:

2. Click +Add Contribution.

3. Fill in the required field(s):

A. Fund: Choose which fund the contribution will be applied to.

B. Funder’s Criteria (Optional): Include any criteria for the contribution.

C. Contribution Amount: Enter the contribution amount.

You'll see your Contribution on the Funder Details page.

Create Categories

1. In the Budget dropdown, select Categories.

2. You have two options to add budget categories:

• Manually: 

  A. Click + Add. 

  B. Enter each budget category Title, Code, and Description (optional) in the provided fields.

• Bulk Upload: Download our CSV template to quickly create multiple Budget categories. Fill in your budget category information, then upload the completed file to the system. 

To learn more about how to add budgets to your intake forms, please see ➡️Using the Budget Section Field.
 

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