Charitas Finance

Follow the money.

See recorded income and spending by period, category and fund. Follow a total back to its transactions and evidence, choosing between all activity and entries approved by a person.

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 activity and reviewed entries.

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 activity or show reviewed entries only.

  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

Take your cause
further.

Start here