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Balance Sheet

Balance Sheet

View your organization's financial position at any point in time.

Sections

  • Assets: What your organization owns
  • Liabilities: What your organization owes
  • Net Assets: The difference, categorized by restriction level

Generating the Report

  1. Go to Reports → Balance Sheet
  2. Select the as-of date
  3. Choose fund filter (optional)
  4. Click "Generate"

Export Options

Export to PDF or Excel for board meetings and audits.

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