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Nonprofit Essentials - Restricted & Unrestricted Approved Budget with Actual
The Restricted & Unrestricted Approved Budget with Actual in Solver is a pre-built xFP&A report for the nonprofit industry. Designed for nonprofit organizations, it separates revenue and expenses into restricted, unrestricted, and total columns, showing prior-year budget, projected actual, and current-year budget for each, along with dollar and percentage variance. Expenses are organized by program and grouped by program area.
NOTE: This template is included as part of the Nonprofit Essentials.
Built for nonprofit organizations, this Solver report connects to your accounting data via the Solver Data Warehouse, delivering near real-time reporting without manual spreadsheets. In addition, it rolls individual programs up into areas such as Environment and Sustainability, Health and Wellness, Social Services and Community Support, and Youth and Education, ending in Net Surplus (Deficit) in Operations. It supports budget approval cycles, restricted-fund compliance, and board budget presentations.
What is the Restricted & Unrestricted Approved Budget with Actual in Solver?
The Restricted & Unrestricted Approved Budget with Actual is a pre-built xFP&A report in Solver designed for nonprofit organizations. It compares approved budgets and projected actuals across restricted and unrestricted funds, with expense detail by program.
Who uses this Solver template?
This report is used by CFOs, development directors, and finance teams at nonprofit organizations who must manage and report on restricted and unrestricted funding separately. It is particularly valuable for nonprofits with multiple programs funded by donor-restricted gifts and grants.
Where does the data come from?
Data is sourced automatically from your general ledger, grant management, and ERP systems through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.