Financial summary and reports

View your financial summary

1. Go to Financial Summary in the sidebar.
2. See your total income (collected dues), total expenses, and net balance.
3. View charts of income vs. expenses over time.
4. Break down by fee type, expense category, or member.

Generate a report

1. On the Financial Summary page, click Generate Report.
2. Choose a date range and format (PDF, Word, or PowerPoint).
3. The report includes charts, totals, and a breakdown of all transactions.
4. Download or share the report with your board or members.

AI financial assistant

Use the Treasurer Copilot to ask questions about your finances in plain English, like "How much did we collect last quarter?" or "Which members still owe dues?"

Tips

• Reports are useful for board meetings and annual reviews.
• The financial summary updates in real time as payments and expenses are recorded.