Funding & Expenses
Track an education savings account or scholarship, record purchases and receipts, follow reimbursement claims, and print a family record.
Funding & Expenses is your family’s own record of education money. Corral never connects to a program’s portal, never asks for its password and never moves money: the program’s portal stays the official account. Not sure what your state offers? Start with the Funding Explorer.
Set up
- In My Homeschool, choose Funding & expenses.
- Choose Add a funding account: the program, the school year, the child, and the award amount from your award letter (or an estimate). Florida families also choose their scholarship organization.
- When money arrives, open the account under Accounts and add the deposit, or Import a statement (CSV) from the program portal. Rows already imported are skipped.
Record purchases
- Choose Record a purchase: date, total, store, what was bought (item by item, as on the receipt), the kind of purchase and the child.
- Under Who paid, choose Paid from the program account, I paid; asking the program to pay me back, or I paid; not claiming it. Split between sources handles a purchase paid partly each way.
- Save, then Add a receipt (a photo or PDF). Every receipt is checked for viruses before it’s saved; after a quiet spell the first check can take up to a minute. A file the scanner flags isn’t saved, and if the check can’t run, the upload is refused so you can try again. Receipts are private to your family.
As you type, Checks compare the purchase with the program’s published rules, with a link to each source: “May be eligible; receipt details needed”, “Requires program confirmation”, “Listed as prohibited” or “Not yet verified”. These are starting points, not decisions; the program approves each purchase. Four questions are kept separate: is the vendor listed, is this kind of purchase allowed, does the item meet the conditions, and did the program approve the claim.
Reimbursement claims
Under Claims, start a claim for a purchase you paid for, then mark it submitted, needs information, approved, denied, paid or reversed as the program decides. Approved isn’t paid: mark it paid when the money arrives, with the amount actually paid. If the program pays less, the rest can be claimed again.
Balances
The tracked balance is Corral’s arithmetic from what you recorded: deposits, minus spending from the account and payments to you. The projected balance also subtracts claims waiting, purchases not yet claimed and planned purchases. Now and then, copy the official balance from the program portal under the account’s Official balance to see whether the two agree.
Plan and records
Under Plan, list what you mean to buy this year; when you buy it, choose Bought it. Under Records, download the PDF (an Education Funding & Expense Record with a receipt index; you type legal names when you make it and they aren’t saved), Purchases (CSV) or Balances (CSV) for a spreadsheet, or Receipts and CSV (ZIP) with every receipt numbered to match the PDF. Pick dates to see one month or term: each account shows its opening balance on the first day, what happened during those dates, and its closing balance on the last day, so money deposited before the dates still counts. Spending limits are always checked against the whole program year.
Follow a program
On a program’s page in the Funding Explorer, choose Follow this program (or pick it under Programs you follow on the Overview). Its announced application dates then show in your To do list and under Coming up on My Homeschool. Email about a program is a separate choice you tick for each one. We send it only after a person has checked the change against the program’s official source, and the program’s own site is still the final word.