Add funding sources

You can add a new funding source for your books, or delete an existing one.

  1. Click the Settings tab.
  2. Under Funding Sources, type a name in the Funding Source field.
  3. Click + to add the source to the list.

    Pop-up for selecting or adding a funding source

Delete a funding source

  1. Click Delete iconnext to a funding source. A message asks if you are sure you want to delete.
  2. Do one of the following:
    • Click Delete to permanently remove the source.
    • Click Cancel to exit.