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Funding sources — tracking money by source

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Funding Sources let you track where your campaign money comes from and how it moves. Think of each funding source as a named ledger.

What is a funding source?

A funding source is a named pool of funds with a balance you track. Examples:

  • "Individual Donations" — money raised from individual donors
  • "Candidate Contribution" — the candidate's own contribution to the campaign
  • "Fundraising Events Q1" — proceeds from a specific event
  • "Digital Fundraising" — online donations
  • You can have as many funding sources as your campaign's finances require.

    Creating a funding source

    Go to Finance → Funding Sources → Add Source. Enter:

  • **Name** — what to call this pool
  • **Description** — a note for your records (not shown publicly)
  • **Type** — Donation / Contribution / Transfer / Grant / Other
  • **Initial balance** — starting amount if you are importing existing data
  • Ledger view

    Click any funding source card to open its ledger. You'll see every transaction — credits (money in) and debits (money out) — in reverse-chronological order with running balance.

    Add transactions directly from the ledger:

  • **Credit** — money received (e.g. a batch of donations deposited)
  • **Debit** — money spent from this source (e.g. a print shop payment)
  • Each transaction records the amount, date, a description, and the person who entered it.

    Why use funding sources instead of just tracking donations?

    Funding sources give you a clear picture of campaign liquidity by category. On election finance reporting day, you'll know exactly how much came from individual donors vs the candidate's own money vs event proceeds — and you'll have the line-item backup for every figure.

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