Your Treasurer's Report just got easier to read

Walking into a board meeting without remembering exactly how much cash you have on hand, or where it came from? The Treasurer’s Report has been redesigned to make that easy. Open it and you’ll see three numbers right up top: money in, money out, and your net change for the period you’re viewing — no more hunting through a long table for the headline figures.

Below that, each of your bank and credit card accounts gets its own card showing its beginning and ending balance for the period, plus a simple bar showing how much came in versus went out. Click any account to expand it and see receipts and disbursements broken out by category, then click into a category to see the actual transactions behind it. Same trustworthy numbers you’ve always had — just much easier to explore.

We also cleaned up the printed version. Each account now gets its own clearly labeled section in the PDF, with its beginning balance, receipts, disbursements, and ending balance, so nothing runs together when you print it for a board packet.

Find it under Reports > Treasurer’s Report. Pick your date range and the whole page updates instantly.