Features
school accounting MADE easy.
One platform for all your district’s school activity funds.
TrackYourFunds simplifies school accounting with intuitive tools that anyone can use. Features are designed to save time, increase accuracy, and keep your district audit-ready. From payments and collections to reports, reconciliations, and adjustments, TrackYourFunds gives school districts one simple, powerful platform to manage accounts with ease and access to top-notch support.
Our Features
Payment, simplified. TrackYourFunds streamlines every part of your payment process—from cutting checks to logging purchasing card transactions – making it easy for school bookkeepers to handle payments and giving CFOs peace of mind.
- Cut checks, ACH, and purchasing card transactions
- Manage vendors and create 1099s with ease
- Store receipts, invoices, and statements for clean audit trails
Track every dollar. Whether it’s a classroom donation, field trip fee, or athletic dollars, TrackYourFunds helps you log, receipt, and identify collections in seconds.
- Accept and track cash, checks, and online payments
- Instantly create and print receipts
- View collections across all schools and programs
Audit-ready reporting, in seconds. TrackYourFunds gives your team real-time visibility into finances, with customizable, exportable reports at your fingertips.
- See balances, payments, collections, and supporting documentation
- Create reports by fund, school, or timeframe
- Share full or limited access with auditors
Painless Month-End Close.Our step-by-step reconciliation process makes it easy to match cleared checks, track deposits, and keep your books on track with your Bank Account.
- Step-by-step question prompts simplify reconciliation
- Log who, what, and when—automatically
- Share secure access with CPAs and auditors
Make adjustments with confidence. No guesswork. Just guided entries and clean audit trails that make managing fees, interest, and corrections a breeze.
- Post adjustments with clear, plain-language prompts
- Every change is logged and timestamped
- Restrict access to only authorized users
Why choose TrackYourFunds?
Designed for school staff.
No accounting degree needed. Written specifically with school bookkeepers in mind, TrackYourFunds has guided steps and intuitive dashboards. Trust your bookkeepers to confidently manage school activity funds, helping districts stay organized without an overwhelming system.
Always audit-ready.
Filter every transaction by fund, location, or timeframe to create the exact report you need based on live data.
Role-based user access.
Assign permissions by role to give the right level of access to bookkeepers, district leaders, or third-party Audit Firms.
Real-time visibility.
Live data means you can pull accurate reports, check balances, and spot issues across your district whenever you need to.
Seamless implementation & ongoing support.
From setup to support, we work with your team to ensure a smooth rollout and implementation with your district’s existing systems.
Powerful, easy-to-use software that is accurate & audit-ready.
TrackYourFunds gives your district the structure it needs and your school bookkeepers the simplicity they need to thrive. Ready to bring clarity, compliance, and confidence to your district’s school activity funds?
