1. Go to the Study Editor & click on Funding Plans
2. Click on "Add New Funding Plan" icon (+)
3. Add a Title and Description (optional) for the funding plan
4. Choose the type of funding plan
Choose between Cash flow or Straight line / Component Method
5. Choose how to show ending balances
Choose negative balances or unplanned special assessments
6. Toggle the Apply Component Method option on or off
7.Click on "ADD FUNDING PLAN" button








