> For the complete documentation index, see [llms.txt](https://docs.buildertek.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.buildertek.com/index-4/create-funding-transaction.md).
# Create Funding Transaction
Use this page to create the funding source itself and to record incoming payments against that source.
Funding Transactions represent the awarded or requested funds received from the Programs your organization works with. A Funding Transaction can be created as soon as a grant application is submitted, even before funds are officially awarded or received.
Creating the Funding Transaction early allows your organization to begin tracking all related activities, allocations, budgets, and updates from the start of the grant lifecycle. This helps maintain accurate records and ensures that funding information is organized throughout the entire process.
{% stepper %}
{% step %}
### New Funding Transaction
* On your Manage Program Funds dashboard, locate the "New Funding Transaction" button.
* Click on "New Funding Transaction" to initiate a new funding transaction. A pop-up window will appear.
{% endstep %}
{% step %}
### Fill in the Details
Enter the required information to create the funding record:
* Name of the funding transaction
* Program Account (This is the Program/Entity you are receiving funding from)
* Total amount requested (grant value)
* Cap amount
If you do not see the Program that you need, you can go to your Main Nav and create a new Program record in the Funder Accounts and then create your new Funding Transaction.
The Cap Amount defines the maximum portion of the fund that can be allocated or utilized. This is important for maintaining control over spending, ensuring that allocations do not exceed approved limits, and helping you manage partial funding across multiple projects or tasks.
Once all details are entered, click on "Create Funding Transaction".
{% endstep %}
{% endstepper %}
### Outcome
Your new Funding Transaction has been created and is ready to be used for allocation, tracking, and utilization across your projects. You can now record payments as you receive funds, track every activity related to this fund, utilize, allocate to projects directly, and more, all from this Funding Record Dashboard.
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