The full catalog.
Every toolkit, add-on pack, and template, all 151 of them. Search by name, or filter by what you're working on.
Nonprofit Finance & Accounting Toolkit
The core finance system every nonprofit needs but few start with — budget to audit.
Annual Operating Budget Template
Build a board-approvable budget without a finance background.
Cash Flow Forecast (13-Week & Annual)
See the shortfall coming before payroll does.
Program-Based Budget Builder
Budget by program so you know what each one truly costs.
Chart of Accounts for Nonprofits
A clean, 990-ready account structure to start from.
Restricted vs. Unrestricted Funds Tracker
Keep grant restrictions straight and audit-safe.
Operating Reserve Policy & Calculator
Decide how many months of reserve you need, and why.
Cost Allocation / Indirect Rate Worksheet
Fairly split shared costs across programs and grants.
Statement of Activities & Financial Position Template
The two statements funders and boards expect.
Monthly Financial Close Checklist
Close the books the same way every month.
Form 990 Prep Worksheet
Gather everything your accountant asks for, once.
Audit Prep Checklist & Document Request Tracker
Walk into the audit organized, not scrambling.
Gift Acceptance Policy Template
Decide what you will and won't accept before the awkward gift arrives.
Expense & Reimbursement Policy + Form
Simple rules that keep spending clean.
Internal Controls Checklist
Basic fraud-prevention safeguards for a small team.