Keep a detailed record of your organization’s financial health with a tool similar to a ledger.
Checkbooks allow you to view a detailed record of your organization’s historical financial transactions and plan for future programs and opportunities. You can also customize the settings to let members view how their money is being allocated throughout the year.
Create multiple checkbooks to track and organize various parts of your organization's finances. Each checkbook lets you record an unlimited number of transactions and operate independently of one another.
Record the date, description, and dollar amount owed or paid for each transaction within a preset checkbook. Each entry will automatically calculate a new balance and all transactions will be centralized in one place.
Export to Excel
Download an export of all checkbooks and transaction entries to Excel at anytime for instant reporting.
The Revenue Fund is a rolling balance of funds attached to a particular organization. Revenue Funds carry a running balance and are not constrained to budget periods. Umbrella administrators can manually add and remove money from Revenue Funds in organizations. Funds can also be programmatically managed through the OrgSync checkbooks API.
Back To Features