Fund Analytics charts balances, restricted versus unrestricted mix, and utilization trends so finance and program leaders interpret fund health beyond static PDFs from Balance Sheet by Fund. Drill from a chart into ledger detail when a trend needs explanation.
Available on ProEnterprise with fund accounting. Saved filter views are on Balance Sheet and Income Statement. You can star Fund Analytics on the Reports hub. Designated-gift questions stay in Restricted Funds and Income Statement by Fund until Restricted Gift Utilization opens.
Available on ProEnterprise. Plus does not open this Reports hub tile.
Charts and trends for fund balances, restriction mix, and utilization.
What You Can Do
- Visualize balance trends over time
- Compare restricted vs unrestricted mix
- Star Fund Analytics on the Reports hub
- Drill into underlying transactions
Good to Know
Available on ProEnterprise. Plus does not open this Reports hub tile.
Ready to get started?
See how AlignMint can simplify your nonprofit's operations. Schedule a free setup call and we'll walk you through fund accounting, donations, and reporting on your plan.
Questions? Email us at hellogetalignmint.org.