Restricted Fund Ledger

Track each restricted gift by purpose or by date, release it when you spend on the purpose or when its date comes, and see the restricted balance of each fund for the board.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 5 projects & knowledge bases, 1 AI agent, and 2 automations & workflows, ready to run or customize after you clone. It connects Gmail. Its AI agents include Fund Steward. Its automations include Fund week and Send the board summary.

Team Taskade published this budgets app in the Taskade App Factory.