Reply To: Separating restricted funds on financial dashboard


    I think this will depend on two things: the look-and-feel of your dashboard and how much action those restricted funds see. If it’s an endowment or quasi-endowment that pretty much just sits there, than you can probably find a way to display it as separate row, a kind of mini-report all it’s own at the bottom of the dashboard. But if you have multiple funds with what we used to call temporary restrictions that are in active use, a column still might be easier. And never underestimate the power of a sentence or footnote to clarify the difference for those who may be intimidated!

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