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39.7. Calculating Election Cycle to Date and out of Period Transactions

Calculating Election Cycle to Date and out of Period Transactions

The FEC's guidelines for the Form 3 Cycle to date totals are calculated up to the date of the contribution they are displaying for. For example (of the screenshots below), this individual had given the campaign $7500. The refund didn't happen until June so any contributions dated after the refund would have the $2100 deducted from the CTD amount. The only way the redesignation memos would show $5400 would be if the refund happened prior to the date of the memos (5/16/16).

Now you need to show the original contribution for the redesignation memos, so just enter a brand new contribution that is dated within the Q2 period, then set the "Type" to "Contribution" and the "Subtype" to "Memo" so it doesn't affect your cash on hand. You'll need to use the "Add Transaction Links" tool at the bottom of the contribution to link it to the redesignation memos.