Made on Airtable, an online platform for building collaborative applications.
|Client:||Fuller Graduate School’s De Pree Center for Leadership|
|Final Deliverable:||Fully-functional budgeting and accounting ledger software|
|Services Provided:||Project Lead & Creator, Budget Manager|
This budget/ledger is perfect for anyone seeking to track their personal/business finances. This base, built on Airtable.com, has various views pre-built for financial reports, including Income Statement (P&L Report), Balance Sheet (shows cash on hand), and monthly expense reports.
Types of Information this Database Can Include:
*Click on any of the links in the table to jump to the appropriate information below on the page.
|Transactions||Individual monetary Transactions such as purchases, payments, deposits, etc.|
|Contacts||Individuals and sometimes associated organizations (aka Accounts).|
|Expense Codes||5-digit expense codes (ex: 52361 – Business Meals)|
|Fund-Orgs||7-digit cost-centers that house money for individual projects, funds, or departments.|
|Grants||Grant deliverable each Transaction is associated with.|
Definition: Individual monetary Transactions such as purchases, payments, deposits, etc.
Examples: deposits, withdrawals
Mini-Financial Report: Gifts, Grants, and Income Received
Definition: Individuals and sometimes associated organizations (aka Accounts).
Definition: Expenses by line items, listed as 5-digit expense codes (ex: 52361 – Business Meals). Expense codes can be easily changed depending upon your needs.
Mini-Financial Report: P&L Report (aka Income Statement)
Definition: 7-digit cost-centers that house money for individual projects, funds, or departments. 7-digit codes can be easily changed based upon your needs.
Mini-Financial Report: Simplified Balance Sheet
Grant Deliverable Line Items
Definition: Grant deliverable each Transaction is associated with. This is similar to how Tags work in Mint.com or other similar financial software. This allows you to classify each transaction in two ways: 1) as an “Expense-Code”, and 2) as a “Grant deliverable”.
Mini-Financial Report: Monthly Expenses
If you liked this demonstration, you can find the base I created on Airtable Universe. Click the link below!