Non-Profit Accounting Template
Revenue
Expenses
Financial Summary
Total Revenue: $0
Total Expenses: $0
Net Assets: $0
The Non-Profit Accounting Template is designed to help nonprofit organizations manage their finances efficiently while ensuring transparency and compliance. This tool simplifies fund tracking, donation management, and financial reporting, making it easier for nonprofits to focus on their mission while maintaining accurate financial records.
Key Features
✅ Fund Accounting Structure – Categorizes income and expenses by grants, donations, and programs.
✅ Revenue & Expense Tracking – Records donations, grants, sponsorships, and operational costs.
✅ Restricted vs. Unrestricted Funds Management – Ensures proper allocation of funds based on donor restrictions.
✅ Automated Financial Reports – Generates income statements, balance sheets, and budget reports.
✅ PDF Report Generation – Export financial summaries for board meetings, audits, and grant applications.
Use Cases
📌 Nonprofit Organizations & Charities – Maintain financial transparency and compliance.
📌 Churches & Religious Groups – Track tithes, offerings, and operational expenses.
📌 Foundations & Grant Recipients – Ensure proper fund allocation and reporting for donors.
📌 Nonprofit Accountants & Bookkeepers – Streamline financial management and reporting.
How It Works
1️⃣ Set Up Fund Categories – Define funds based on restrictions (e.g., general, restricted, endowments).
2️⃣ Record Transactions – Input donations, grants, and expenditures categorized by purpose.
3️⃣ Monitor Financial Health – View real-time summaries of fund balances and spending.
4️⃣ Generate Reports – Create financial statements for compliance and transparency.
5️⃣ Download PDF Summary – Export structured financial reports for board review and external reporting.
This template simplifies nonprofit financial management, ensuring accountability while making it easier to track, report, and optimize funding. 🚀