Nonprofit Startup Financial Templates

Clear Finances. Confident Start.

Starting a nonprofit? These ready-to-use Excel templates make it simple to track your finances, stay organized, and share clear reports—all without needing a degree in accounting.

Built for Small Nonprofits & Startups

Whether you're just getting started or tightening up your systems, this toolkit gives you the structure you need to stay on track and stay focused.

What’s Inside:

• Monthly Financial Snapshot – Track what you own, owe, and your net position

• Income & Expense Report – See where your money comes from and where it’s going

• Bookkeeping Checklist – Stay on top of your monthly to-dos

• 35+ Expense Categories – Pre-filled with common nonprofit costs (fully editable)

• Visual Dashboards – Spot trends and insights at a glance

Why It Helps:

• Saves time – Just plug in your numbers and go

• Builds trust – Share clean, clear financials with your team or board

• Keeps you focused – Less time on spreadsheets, more time on your mission

Use It For:

• Monthly check-ins

• Annual reporting

• Grant applications

• Board presentations

Because even big missions need strong foundations.