A treasurer's tool for budgeting and bookkeeping: set your fiscal year, build a budget, record transactions, and produce a board-ready financial report, all saved to your organization's account.
Improve a document you already have: As well as generating documents, you can upload one you already wrote and have AI improve it. Open the AI Automations page and use the "Improve an existing document with AI" card: pick a file (Word, text, or a text-based PDF), and AI returns a cleaner version plus a summary of what changed, with your original kept.
The Financial Management app gives a nonprofit treasurer a simple place to plan a budget, keep a running record of income and expenses, see how the year is tracking against plan, and produce a clean report for the board. It is built around a real transaction ledger, so the figures the board sees roll up from the transactions in it rather than from numbers typed into a report. Money the platform collects for you records itself in that ledger as it arrives, so most of the year’s income is already there before you open the app.
The app uses cash basis accounting (income and expense are counted when money actually comes in or goes out), which fits how most nonprofits operate. Your data is saved to your organization's All In One Nonprofit account, so it is available wherever you sign in and is shared with the rest of your team, not just stored on one browser.
There is a natural order to setting the app up. Do these three things once and the rest falls into place.
Once those are in place, the Dashboard shows your income statement and budget-versus-actuals, and the Board Report turns it into a document you can share.
The Dashboard is your at-a-glance view of where the year stands. It has three parts.
Stat cards at the top show total income, total expenses, and net (the surplus or deficit) for the selected year, drawn from your recorded transactions. Each card is a link: income and expenses open Transactions, the ledger those totals are added up from, and net opens the board financial report that restates the same three figures.
A table lists each budget category with the amount you budgeted, the actual amount recorded so far, and the variance between them. Categories where you have recorded transactions but did not budget a line are shown too, so nothing slips past unnoticed.
Because every line and transaction carries a fund tag, the Dashboard shows a Funds card with income, expenses and what remains for the year on each side, so the board can see not just how much money is committed to a specific purpose but how much of it has already gone out.
Where you have named your funds, a By fund table breaks that down one fund at a time: what was budgeted, received and spent against each, and what remains this year. This is the part that matters for an audit. Overspending does not happen to "restricted" in general, it happens to a particular fund, and a healthy total hides it easily: a surplus in one fund covers a deficit in another while the overall figure still looks fine. If any fund has been spent beyond what came into it, the card says so plainly and names the fund, even when the restricted total looks healthy.
The Budget page is where you plan the year. Add as many income and expense lines as you need.
Add or remove lines as your plan firms up, then click Save. The categories you use here become the categories your actual transactions roll up into, so name them the way you want them to appear on the Dashboard and the board report.
The Transactions page is the ledger: the running record of money in and out that feeds everything else. There are three ways transactions get into it.
Money the platform collects writes its own entry the moment it is taken, so a treasurer never keys an online gift in a second time. This is covered in full under Money that records itself below.
Enter the date, the type (income or expense), the amount, a short description, the category, and the fund (unrestricted or restricted). The category field offers your budget categories so your actuals line up with your plan. Marking a transaction restricted also lets you say which named fund it belongs to, so a check you deposit against a specific fund is tracked against that fund rather than against restricted money in general.
To bring in a lot of transactions at once, use CSV import. You can paste rows directly or upload a .csv file. The file needs at least a Date column and an Amount column. Optional columns are Description, Type, Category, and Fund.
However a transaction gets in, its actuals roll up to the budget category automatically, so the Dashboard and the board report stay current without any extra step.
You can take the ledger back out the same way. The Ledger card has an Export CSV button that downloads every transaction for the selected year (date, description, category, type, fund, and amount) as a spreadsheet-ready file, in the same shape the importer accepts, so you can keep a backup or open the figures in Excel.
Gifts can reach QuickBooks on their own (September 25, 2026). If your bookkeeping is in QuickBooks Online, a Zap can post each online gift as a sales receipt the moment it arrives, using an API key with Read gifts and Manage webhooks from the API keys and webhooks card on My Organization and the private All In One Nonprofit app for Zapier. The steps, and what Zapier charges above 100 gifts a month, are on https://aio-staging-site.pages.dev/help/accounting-export/. Expenses and hand-entered income still travel by the export.
When your organization is connected to Stripe, money the platform collects does not wait for anybody to type it in. The entry is written at the moment the payment is taken, so your ledger matches your bank without a second round of data entry.
These payments book themselves:
One expense books itself too. A payment to a provider recorded on a funded-services case in Case Management (a therapist, a tutor, a landlord) is written here once as an expense from the fund on that case's plan (added September 23, 2026). Correct the amount or the date here and the case shows the correction; deleting the payment on the case removes the entry.
Cash and checks reach the books too. A gift you record by hand in Donor Management writes a ledger entry as well, so the money that arrives in an envelope is treated the same as the money that arrives online. Gifts that came in online are skipped here, because they were already booked when the payment was taken.
Every automatic entry writes two lines: the gross income, and the processing fee as an expense. Recording the gross and the fee separately is what lets your income statement show what your supporters actually gave while your expenses show what it cost to collect it.
If you refund a payment, the original entry stays exactly where it is and a reversing entry is added beside it, so the history of what happened is preserved rather than rewritten. Two partial refunds produce two reversals. A chargeback works the same way.
The processing fee is deliberately not reversed. Stripe keeps its fee on a refunded payment, so your organization really did lose that money and your books should say so.
The Board Report turns your figures into a clean, board-ready financial summary. From the report you can:
The report can include an AI treasurer's narrative: a short written summary of your budget, actuals, and variances that you can review and edit before it goes to the board. It uses only the figures in your ledger and invents nothing.
The report carries your document branding (letterhead, footer, and signature), which is set once on the My Organization page and carries across every app, so it goes out on your own letterhead.
The report opens on a cover page carrying your organization name, the report title, and the period, and the PDF and the Word file now draw the same one from the same settings, so the two exports of a single report look like a single document. The PDF also carries your letterhead across the top and your signature above the disclaimer, which previously only the Word export did. The PDF is built as real text rather than a picture of the report, so a board member can search it and copy a figure out of it.
Email to the board opens a short composer on the page itself. The To line arrives already filled in with the board and staff email addresses held in your organization’s contact records, so nobody retypes what has already been entered once, and you can edit that list, add Cc or Bcc, change the subject, and write a covering message. Everyone on To and Cc can see each other, so anyone who should stay hidden goes on Bcc.
The PDF that goes out is the same file the Download PDF button produces, so what lands in a board member’s inbox is exactly what you filed in the Document Library.
Your organization can save more than one signature on My Organization (for example the executive director and the board chair), each with a name and title and one marked as the Default. Every Word export in this app offers a Signature pull-down listing them, with the Default preselected, plus No signature; the signer's name and title print under the signature image.
This is the screen that answers a funder. When a grant maker asks what a restricted grant was actually spent on, the honest answer is a list of the expenses charged to that fund with the receipt behind each one, and that is what this page produces.
Every expense in your ledger has a Documentation column. Click Attach and you can either pick something already in your Document Library or add a file there and then. The document lives in the Document Library, not on the transaction, so it keeps your retention schedule, your legal holds, and the same access rules as every other record. A file added from this screen is filed as a financial record and kept for seven years unless your own policy says otherwise.
The Expense documentation page then shows, for any fund or for every fund at once, how much of your spending has documentation behind it and how much does not, with the count and the dollar total for each. Income is not listed, because nobody asks a nonprofit to evidence money coming in.
Removing documentation from a transaction detaches it only. The document itself stays in your Document Library, because a record you filed is not something a bookkeeping change should be able to destroy.
An outside consultant your organization has granted write access to Financial Management can attach and remove documentation too, because filing the receipts behind your spending is usually exactly what you brought them in to do. They still cannot enter, edit or delete a transaction, import a file, or change your budget or settings, and every attachment they make is recorded in your organization's activity log with their name on it.
The app includes AI automations that draft financial documents from your own figures: a Treasurer's Board Narrative (a written summary for the board), a Budget Drafter (a starting budget to refine), and a Financial Health and Variance Review (a read of where the numbers stand). Each one opens in an editor with the full export toolbar so you can copy, download as Word or text, print, or email it. You review and edit everything before it is used.
Each automation is documented in detail in the AI Automations Guide.
A short, practical Quick Read course on nonprofit financial management is built into the app: the basics of a nonprofit budget, reading an income statement, the difference between restricted and unrestricted funds, watching budget versus actuals, building an operating reserve, and reporting clearly to the board. Each lesson is concise, your progress is saved, and the lessons connect to the parts of the app that put the idea into practice.
Set these once and the rest of the app uses them.
Your organization identity, branding (letterhead, footer, and signature), language, and connections are all set once on the My Organization page and carry across every app, so you only set them once. You can even customize your organization's language there, renaming platform terms like donation or donor to the words your organization uses. The fiscal year and accounting basis above are specific to this app.
An organization on All In One For Profit (added September 26, 2026) sees the same app with a business chart of accounts: Service Revenue, Product Sales and Other Income on the income side, owner draws and the usual operating expenses on the other, and no fund column, because a business does not carry restricted funds. Payments recorded in Invoicing and client payments recorded in Case Management book here as income on the day the money arrives. The reports, the budget and the board-style summaries work the same way; read "board" as "owners" where it appears.
The Financial Management app is an internal management and board-reporting tool. It is not financial, tax, accounting, or audit advice, and it is not a substitute for a professional. Keep your official books in your accounting software, and confirm budgets, reports, and any decisions with your accountant, bookkeeper, or auditor.
Financial Management sits alongside the rest of your board and operations tools:
Questions or feedback? Email support@allinonenonprofit.com. This guide is a public reference, no sign-in required.
Looking for help beyond the platform? See our Helpful Resources page for vetted external resources on legal and tax filing, funder research, governance training, insurance, technology discounts, and more.
From our Learn library: the nonprofit financial workflow and your first 30 days as a 501(c)(3).
Sharing your financials publicly builds funder trust. Your financial details here are what the Candid Gold seal asks for. See our step-by-step guide to earn a Candid Seal of Transparency.