Charitas Finance

Follow the money.

Explore recorded income, spending and fund activity in the Finance example to decide what needs attention. Follow totals back to transactions and evidence, distinguishing all recorded activity from human-approved entries. This is not a forecast or proof that records are complete. Availability is confirmed separately.

Finance availability is still to be confirmed. Start here to discuss what your charity needs.

Explore a month

Follow a fictional community cashbook. Choose September or October, change the review filter and open a spending category.

Sunrise community cashbook

Finance · Recorded activity
Net activity£505.00All activity
Money in£750.00
Money out£245.00

Spending by category

Venue transactions

Hall hire Approved

£120.00

hall-hire-receipt.pdf

Community hall booking for the October lunch: £120.00.

Includes £85.00 awaiting approval. Recorded activity only.

01

Read the period

Compare money in, money out and the net movement.

02

Find the detail

Group recorded activity by category, merchant, tag or fund.

03

Choose the review status

Switch between all recorded activity and entries approved by a person.

HOW IT WORKS

Follow a total through

Start with a period, then inspect what contributes to it.

  1. 01

    Choose a period

    View recorded income and spending for the selected month.

  2. 02

    Choose your view

    Include all recorded activity or show only entries approved by a person.

  3. 03

    Inspect the entries

    Open a spending category to see its transactions and supporting evidence.

FUNDS WITH A PURPOSE

Keep funds in view

Restricted fund balances stay distinct from general funds because donor conditions govern their use.

General donations remain in the general fund.

Sunrise community cashbook · October 2026

Community lunch grant£300.00
Restricted fund

Community lunch fund

A grant for community lunches stays allocated to that programme.

Approved balance
£780.00
With drafts
£695.00

Draft allocations still need approval.

GrantRestricted fundProgramme costs

Questions, answered.

Find your next step and explore your setup.

Before you start

Community volunteers working together
A PLACE TO START

Get a clearer view of your records.

Record your setup preferences. Finance availability is confirmed separately.

Start here