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Fund Accounting Setup Guide

Going from zero to organized with fund accounting. This guide walks you through every step — from identifying your funds to generating your first reports.

What You Will Learn

  • How to identify the funds your organization needs
  • Setting up a chart of accounts for fund accounting
  • Configuring restricted vs. unrestricted fund tracking
  • Creating your first fund-level budget
  • Generating your first fund-level financial reports
  • Month-end routines for ongoing fund management

Skip the spreadsheets

T3 Books handles fund setup, tracking, and reporting automatically. Start your free trial and we will help you set everything up.

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