A treasurer's tool for budgeting and bookkeeping: set your fiscal year, build a budget, record transactions, and produce a board-ready financial report, all saved to your organization's account.
The Financial Management app gives a nonprofit treasurer a simple place to plan a budget, keep a running record of income and expenses, see how the year is tracking against plan, and produce a clean report for the board. It is built around a real transaction ledger, so the figures the board sees roll up from the transactions you record rather than from numbers typed in by hand.
The app uses cash basis accounting (income and expense are counted when money actually comes in or goes out), which fits how most nonprofits operate. Your data is saved to your organization's All In One Nonprofit account, so it is available wherever you sign in and is shared with the rest of your team, not just stored on one browser.
There is a natural order to setting the app up. Do these three things once and the rest falls into place.
Once those are in place, the Dashboard shows your income statement and budget-versus-actuals, and the Board Report turns it into a document you can share.
The Dashboard is your at-a-glance view of where the year stands. It has three parts.
Stat cards at the top show total income, total expenses, and net (the surplus or deficit) for the selected year, drawn from your recorded transactions.
A table lists each budget category with the amount you budgeted, the actual amount recorded so far, and the variance between them. Categories where you have recorded transactions but did not budget a line are shown too, so nothing slips past unnoticed.
Because every line and transaction carries a fund tag, the Dashboard also summarizes your unrestricted versus restricted totals, so the board can see how much of the money is free to use and how much is committed to a specific purpose.
The Budget page is where you plan the year. Add as many income and expense lines as you need.
Add or remove lines as your plan firms up, then click Save. The categories you use here become the categories your actual transactions roll up into, so name them the way you want them to appear on the Dashboard and the board report.
The Transactions page is the ledger: the running record of money in and out that feeds everything else. There are two ways to get transactions in.
Enter the date, the type (income or expense), the amount, a short description, the category, and the fund (unrestricted or restricted). The category field offers your budget categories so your actuals line up with your plan.
To bring in a lot of transactions at once, use CSV import. You can paste rows directly or upload a .csv file. The file needs at least a Date column and an Amount column. Optional columns are Description, Type, Category, and Fund.
However a transaction gets in, its actuals roll up to the budget category automatically, so the Dashboard and the board report stay current without any extra step.
You can take the ledger back out the same way. The Ledger card has an Export CSV button that downloads every transaction for the selected year (date, description, category, type, fund, and amount) as a spreadsheet-ready file, in the same shape the importer accepts, so you can keep a backup or open the figures in Excel.
The Board Report turns your figures into a clean, board-ready financial summary. From the report you can:
The report can include an AI treasurer's narrative: a short written summary of your budget, actuals, and variances that you can review and edit before it goes to the board. It uses only the figures you have entered.
The report carries your document branding (letterhead, footer, and signature) from Organization Settings, so it goes out on your own letterhead.
The app includes AI automations that draft financial documents from your own figures: a Treasurer's Board Narrative (a written summary for the board), a Budget Drafter (a starting budget to refine), and a Financial Health and Variance Review (a read of where the numbers stand). Each one opens in an editor with the full export toolbar so you can copy, download as Word or text, print, or email it. You review and edit everything before it is used.
Each automation is documented in detail in the AI Automations Guide.
A short, practical Quick Read course on nonprofit financial management is built into the app: the basics of a nonprofit budget, reading an income statement, the difference between restricted and unrestricted funds, watching budget versus actuals, building an operating reserve, and reporting clearly to the board. Each lesson is concise, your progress is saved, and the lessons connect to the parts of the app that put the idea into practice.
Set these once and the rest of the app uses them.
The branding settings are shared with your other All In One Nonprofit tools, so you only set them once.
The Financial Management app is an internal management and board-reporting tool. It is not financial, tax, accounting, or audit advice, and it is not a substitute for a professional. Keep your official books in your accounting software, and confirm budgets, reports, and any decisions with your accountant, bookkeeper, or auditor.
Financial Management is part of the Governance Suite and sits alongside the rest of your board and operations tools:
Questions or feedback? Email [email protected]. This guide is a public reference, no sign-in required.
Looking for help beyond the platform? See our Helpful Resources page for vetted external resources on legal and tax filing, funder research, governance training, insurance, technology discounts, and more.