Where to find Temporary Funding
You can add temporary funding from:
Funding → Budget
Open the budget’s Actions menu
Select Add Temporary Funding
Budget Activity (recommended for reviewing history)
Open the budget (click the budget date/start in the list)
Click Add Temp Funding
What Temporary Funding does
Temporary Funding:
Adds extra amounts into selected categories
Is tied to a start date and end date
Appears in Budget Activity as a distinct entry (so it’s easy to audit)
Can be edited or deleted later (if allowed)
This helps you keep the original plan allocations intact while still reflecting real-world funding changes.
Step-by-step: Adding Temporary Funding
Step 1: Choose the date range
In the Temporary Funding modal:
Select a Start Date
Select an End Date
Important: Temporary funding dates must fall within the budget’s plan period. If the dates are outside the budget period, you’ll be prompted to correct them.
Step 2: Enter amounts by category
Expand the bucket sections (Core / Capacity / Capital)
Enter the extra funding amounts in the relevant categories
You must enter at least one amount greater than $0
Step 3: Save
Click Save to add the temporary funding
You’ll see confirmation once it’s successfully recorded
Editing Temporary Funding
Temporary funding can be edited when it was created in a way that supports editing (for example, entries grouped as a temporary funding set).
To edit:
Open Budget Activity for the budget.
Find the temporary funding entry.
Choose Edit.
Update the dates and/or category amounts, then save.
Deleting Temporary Funding
To remove temporary funding:
Open Budget Activity for the budget.
Find the temporary funding entry.
Choose Delete and confirm.
This removes the temporary funding record and updates the budget activity view accordingly.
How Temporary Funding appears in Budget Activity
In Budget Activity you’ll see:
Temporary funding listed as a dedicated entry (clearly separated from normal budget usage)
Category-level breakdown (so you can see where the extra funding was applied)
Date range context (so you can see when the temporary funding applies)
Remaining vs expensed views, so you can track impact over time
Rules, checks, and common issues
Dates must be within the budget period
If the selected start/end date falls outside the plan start/end, it won’t save.
You must add at least one amount
Temporary funding requires at least one category amount greater than $0.
Temporary funding is meant for “extra funding”, not plan transitions
If you are moving leftover funds between plan budgets, use Roll Over Funds instead.
Best-practice tips
Use a clear reason/context (if your workflow includes recording why the temporary funding was added).
Prefer adding temporary funding from Budget Activity when you want a clean audit trail immediately after saving.
If a client has repeated short-term changes, use separate temporary funding entries per period so reporting stays clear.
Next articles (recommended)
If you want to go deeper, these are covered separately: