If you use classes to track funds, do not use classes for
any other purpose. See Tracking
funds with classes.
If you are not using classes for fund tracking, you can use classes to track
your income and expenses by the following methods:
Location or branch
Program or project (educational or research)
Fundraising or special events
Type of service or product you sell
Common cost allocations (salaries)
To track information at a more detailed level, you can set up subclasses to
track activities related to each class. For example, you can set up one of your
locations (branches) as a class and then set up each department as a subclass.
You could then create additional subclasses under your administration class for
management, governance, and membership development.
You can also use jobs to track detailed information while keeping your class
list simple. For example, you can set up a department as a class and set up
programs as subclasses. Some nonprofit reports
(Statement of Financial Income and Expense, Statement of Functional Expense,
Programs/Projects report and Budget vs. Actual by Program/Projects report)
include class and subclass information but not job information.
The Donors/Grants report displays job information.
Adding a class or
Setting up programs and
Setting up jobs