Income Statement by Fund

Quick Answer: Income Statement by Fund

Income Statement by Fund shows revenue and expenses with each fund in its own column—built for restricted-fund storytelling, grant updates, and board conversations about program health. Compare unrestricted operating results next to temporarily restricted campaigns without building pivot tables in Excel.

This multi-fund view requires Pro or Enterprise. Standard single-column income statements remain on Plus. Click a cell to drill into ledger detail. Pair with Balance Sheet by Fund for point-in-time fund balances and Fund Analytics for trend charts. Use Restricted Gift Utilization when donors ask how designated gifts were spent.

Pro or Enterprise required for multi-fund statements.

Income Statement by Fund

Multi-column view with each fund in its own column for grant reporting and board updates.

When to Use It

• Grant reports that require fund-level profit and loss
• Board packets comparing program funds side by side
• Internal reviews before releasing restrictions

Good to Know

Pro or Enterprise required for multi-fund statements.