Quick Answer: Fund Analytics

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. Save views you reuse each month and drill from a chart into ledger detail when a trend needs explanation.

Available on Plus, Pro, and Enterprise with fund accounting. Pro unlocks richer multi-fund analytics alongside Income Statement by Fund. Pair with Restricted Gift Utilization on Pro+ when donors ask about designated gift spending.

Requires Plus or above; multi-fund depth best on Pro or Enterprise.

Fund Analytics

Charts and trends for fund balances, restriction mix, and utilization.

What You Can Do

Visualize balance trends over time
Compare restricted vs unrestricted mix
Save favorite views in the Reports hub
Drill into underlying transactions

Good to Know

Requires Plus or above; multi-fund depth best on Pro or Enterprise.

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