The Financial Management feature allows you to track your funding and program budgets directly within your SurveyMonkey Apply site as well as grant awards to your applications. This article will discuss the different options available for creating and managing a program budget.
If you don't have Financial Management enabled on your site, please contact the Customer Success team at firstname.lastname@example.org.
When setting up your Program Budget, there are two possible sources of Funding you can use:
Funds are useful if you have multiple sources to pull from or you have donors for your programs. Use funds to track where the money comes from and where it goes to.
A General Budget is great when you have an internal budget from your organization or you aren't required to track funds from an outside source.
If your site has existing funds, you can select how you would like to treat duplicates that may exist in your import. In order for a fund to be considered a duplicate, it will need to match exactly (case sensitive). Any existing fund not included in the template won't be affected.
The options you can choose from are:
|Skip||For funds that already exist, select Skip to skip over them to only add new funds to the site.|
|Overwrite Existing Fields||To update a balance on a fund, use this option to overwrite the existing balance.|
The amount entered in the template will be the new balance for the fund and isn't added to the existing balance.
|Update Missing Fields||This option means that if the field was not completed previously then it will be updated. This can be useful if you add a new custom field and only wish to update that field for users.|
If you wish to use Fund as a source for your Program, you can transfer funds taking the following steps:
To deposit money into your General Budget:
f your budget changes, you can withdraw that amount to ensure your budget remains is accurate.