- Navigate to Loans > Budgets using the Navigation window or the Loans > Overview shortcut and click the New button to create a new budget record for the desired loan.
- In the Budgets Edit window click the Actions button and select Sweep Balances into a Single Code
- Select the sub/lot, category, and fund source of the line items you are sweeping
- The Potential Line Items field at the bottom shows the line items tied to a fund source
- Then select the line item, sub/lot, and new fund source you are sweeping those amounts into
- Once finished click the Continue button
- When back in the Budgets Edit window review the newly swept line items and click Accept button