Fund Balance Tracker
Fund Balance Tracker for Nonprofits. Track restricted and unrestricted funds, record gifts and spending, and share a public fund report with donors. Free to clone.
Fund Balance Tracker is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Ledger Lamp. Its automations include Friday fund flags, Monthly receipt chase and Approved spend balance.
by @john
What you can do with Fund Balance Tracker
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Fund Balance Tracker works
- Friday fund flags: when Every Friday at 4 PM, then List funds and List all gifts.
- Monthly receipt chase: when On the 1st of each month at 8 AM, then Find gifts and List gifts as text.
- Approved spend balance: when spending is set to Approved, then List all gifts and List all spending.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Ledger Lamp
- Automations: Friday fund flags, Monthly receipt chase, Approved spend balance
- Workspace: 6 projects, 1 AI agent, 3 automations