Project Income and Expenses Analysis
You can use projects to record transactions and track activity for grants, endowments, scholarships, programs, special events, investments, or other similar entities. Projects offer an extra level of detail, helping you to compare accounts, track budgets, and ensure you meet donor restrictions.
To quickly assess your organization's income and expenses for one or more projects, select Project Income and Expenses (with or without starting and ending balances) from Analysis, Dashboards for a dashboard of key metrics.
Tip: When you add a dashboard in the web view, you can enter a nickname to help you easily identify and work with it. For more information, see Manage Dashboards.
Note: When you apply a filter, all metrics in the dashboard are updated. For more information, see Project Income and Expenses Analysis Filters.
Under Project income and expense report, you can review a breakdown of income and expenses for projects, such as starting and ending balance, based on the filters you select. For more information, see Income and Expense Report for Projects.