Resources for our community of volunteer treasurers, accountants, and board members of small nonprofit organizations.

Photo by Paul Sableman | CC BY 2.0


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NPT Launches Executive Dashboard to Display Your Organization's Financial Status

Users logging into Nonprofit Treasurer in December will see some improvements to the user interface - the most obvious will be the addition of a executive dashboard page. The Dashboard gives an up-to-the-minute picture of their organization's financial health with four easy-to-read charts: Dashboard page example

  • Bank Account Balances: This chart displays the daily balance of each of your org's bank accounts for the current fiscal year.
  • Net Bank Accounts Balance: A line graph of displaying total daily account balances, less the daily balance of pass-through categories.
  • Revenue: A pie chart of revenue (income) by category for the current fiscal year (FYTD).
  • Expenses: Bar chart of expenses by category, ordered by total, for the current fiscal year (FYTD).

Tell us what you think of the new Dashboard!