Income and Expense Report for Projects

You can review a breakdown of income and expenses for projects, such as starting and ending balance under Project Income and Expenses, Project income and expense report from Analysis, Dashboards.

ID displays the project ID. When including all projects in your report, you can use the ID to quickly find a specific project.

Description is pulled from the Project description filter. When including all projects in your report, you can use the description to quickly identify a specific project.

Starting balance displays the beginning balance based on the Post date filter.

Revenue displays income — such as tickets sales or tuition — associated with the project.

Expenses displays money used to pay for a service or product — such as office or administration supplies — associated with the project.

Gifts displays income — such as donations — associated with the project.

Transfers displays the amount of money moved between entities — such as funds — associated with the project.

Net change displays the total amount of income vs. expenses and transfers associated with the project.

Ending balance displays the ending balance — after activity such as revenue or expense has been calculated — based on the Post date filter.