Split amounts across funds
Every donation needs a full allocation. Each row names one active tenant fund and a positive exact amount. A fund appears only once per donation, and all rows must sum exactly to the header amount.
Enter a split
- Confirm the donation's total and currency against its evidence.
- Add a row for each approved fund.
- Select each fund once and enter its amount.
- Remove unintended rows and check no amount is blank or zero.
- Check the exact sum before saving or generating a correction preview.
| GBP 250 donation | Amount | Result |
|---|---|---|
| General Support | 150.00 | Valid first split |
| Education Support | 100.00 | Valid second split |
| Total | 250.00 | Exact match |
Validation examples
| Entry | Outcome and recovery |
|---|---|
| Total 250; splits 150 and 99.99 | Reject: short by 0.01; resolve the actual approved allocation |
| Total 250; splits 150 and 100.01 | Reject: exceeds by 0.01 |
| Same fund in two rows | Reject: combine into one row for that fund |
| Split 0 or negative | Reject: remove an unused row or enter a positive approved amount |
| Inactive fund | Not eligible for new allocations; review its approved replacement |
| 0.10 + 0.20 against 0.30 | Exact decimal comparison; no floating-point tolerance is required |
| GBP 1.2345 as a draft amount/split | Four-decimal draft storage can accept it; GBP posting requires an explicit correction to valid currency precision |
Original versus effective allocation
Draft edits replace the allocation set under version control and append history. Once posted, original allocations remain evidence of the initial posting. A permitted financial correction supplies the complete replacement list, creates a new effective revision and leaves the original unchanged.
Example: To reclassify a posted GBP 250 gift from 150/100 to 175/75, submit both rows, not just the 25 difference. The system reverses the current effective journal and posts the full new classification atomically.
The restricted/unrestricted label and description identify the approved fund purpose. The module does not automatically infer how every future expense complies with donor restrictions or create budgets from allocations. Use finance's approved process for spending and recognition decisions.