Amount to recognize cannot exceed the selected source's unallocated amount. The form offers Use unallocated source amount to copy the available value, but you should still verify that the full remainder is the intended scope of this plan.
Compare the source and any existing schedules before entering a partial amount. Record enough explanation to show what this plan covers and why another portion may remain outside it. A shared balance account does not mean every source in the account belongs to one schedule.
If the available amount changes while the form is open, refresh the source evidence and review the selection again. The application checks the source revision and availability before saving. Do not keep lowering or increasing the number simply to bypass a changed-source warning.
Review Exact monthly preview for the chosen amount and dates, then save the supported plan. The planned total and its remaining unrecognized amount follow this schedule's own source-linked history. They should not be confused with the full live ledger balance of the selected prepaid or deferred account.
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