Solutions
Track your club's income, expenses, and investments in one place
Your club earns income from loan interest, fines, dividends, and rental payments. It spends on meeting costs, bank charges, and professional fees. It invests in treasury bills, bonds, and real estate. Tracking all of this across spreadsheets means the treasurer is the only person who knows the full picture, and even they are not always sure. Fundify logs every income entry, every expense, and every investment so your financial reports reflect reality.
Key features
Where income, expenses, and investments fall through the cracks
The club receives a dividend payment or rental income. The treasurer records it somewhere, maybe in the main spreadsheet, maybe in a separate file, maybe just a note on their phone. When it is time to calculate profit, that income entry is either missing or double-counted. The P&L is off, and the club distributes profits based on an incomplete number.
Expenses like meeting venue costs, bank charges, or advisory fees are paid from the club account and never logged. They do not appear in the P&L because nobody recorded them. The profit figure looks better than it actually is, and when distributions go out, the club is giving away money it does not really have.
The club bought shares six months ago. What are they worth today? Has the value gone up or down? The treasurer checks with the broker, gets a number over the phone, but it never makes it into the club's records. The balance sheet shows the original purchase price as if nothing has changed, and the club has no real picture of its portfolio value.
How Fundify keeps your full financial picture current
Income and expense logging
Record income by category: dividends, rental payments, capital gains, or any custom type. Log expenses the same way: meeting costs, bank charges, professional fees. Every entry feeds directly into your P&L so nothing is missed.
Asset and investment tracking
Track treasury bills, bonds, unit trusts, stocks, real estate, or any asset class you define. Record purchases, sales, dividends, and valuations. See unrealized gains or losses at a glance so you always know what your portfolio is worth.
Everything feeds into reporting
Income, expenses, and asset valuations all flow into your P&L and balance sheet automatically. When management needs a financial snapshot for any period, the data is already there.
Part of the bigger picture
This is one part of a connected system. Here is how it links to other workflows in Fundify.
Frequently asked questions
See how this fits your club
Start with a 2-month free trial, add your card, invite your members, and move your records out of spreadsheets.
Track your finances