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.