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Financing Sources

Financing sources represent where the money for your construction project comes from. Each source has a total amount, and Cornerstone tracks how much of each source has been depleted based on actual invoice costs.

Examples​

  • Construction Loan -- $250,000
  • Savings -- $50,000
  • Family Loan -- $20,000

Creating a Financing Source​

Navigate to Budget > Financing Sources in the sidebar. Click New Source and provide:

  • Name -- A descriptive label (e.g., "Construction Loan")
  • Total Amount -- The total amount available from this source

Depletion Tracking​

Each financing source displays how much has been spent. Depletion is calculated from the actual cost of invoices linked to budget lines that use this source:

  • Invoiced amounts are summed to show how much of the source has been used
  • A progress bar shows the percentage depleted
  • The remaining balance updates automatically as invoices are added

This gives you a clear picture of how much funding remains in each source.

Managing Sources​

From the financing sources page you can:

  • Edit a source's name or total amount
  • Delete a source that is no longer needed
caution

Deleting a financing source will fail if any budget lines reference it. Reassign or remove those budget lines first.

Screenshot needed

A screenshot of the financing sources page will be added here.