Finance overview
Track school income, expenses, and budgets in one place.
Financial dashboard
Live figures from your central school ledger.
Expense breakdown · selected period
Monthly budget performance
Actual expense compared with monthly budgets for the current month.
Recent transactions
Most recent entries from the central ledger.
Income & expenses
Record receipts and payments, with dates and references.
Monthly budgets
Set category-level expenditure limits. Actuals update from posted expenses.
Set or update a budget
Budget guidance
Use one budget per category for each month. The system compares those limits with expenses recorded under the same category.
Budget months should be set individually. For semester reports, the dashboard totals actual transactions across the chosen period; monthly budgets remain monthly controls.
Budgets for selected month
Change the budget month above to view another month.
Reports & export
Generate a date-range summary and download transactions as CSV.
Backup and accounting compatibility
CSV is suitable for review in Excel and can be mapped to many accounting systems. Confirm your accountant’s required ledger names and import format before importing. The central database remains the source of truth.
The JSON backup includes transactions and budgets visible to your account. Store it securely.
Access control
Give each colleague their own login. Never share your owner password.
Invite an accountant or viewer
Invitation codes are tied to the invited email address and expire after 7 days.
Role permissions
| Action | Owner | Accountant | Viewer |
|---|---|---|---|
| View reports & ledger | Yes | Yes | Yes |
| Add / edit transactions | Yes | Yes | No |
| Delete transactions | Yes | No | No |
| Manage budgets | Yes | Yes | No |
| Invite people | Yes | No | No |
| View audit history | Yes | No | No |
Current school users
Only active members of this workspace are shown.
Recent audit history
Transaction changes, including updates and deletions, are logged by the database.