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

Photo by U.S. Army | CC BY 2.0


Featured Post

Report with all transactions

Question: How can I run a report that just shows all transactions (like the balances tab, but with both [bank] accounts together)?

Answer: Use the Budget Performance report (last one on the page). Note that you'll want to categorize your transactions, or else what's the point? And on the budget page you should set which categories are to be considered revenue (or income) and which are expenses (the default).