For nonprofits
Show your board how much reaches the mission
Small organizations keep their books in a spreadsheet because the accounting packages cost more than the programs. MoneyWheel connects the bank account instead, and speaks in functional expenses rather than groceries.
Free to start · No card required · Read-only bank connections
The three thirds that matter
Every dollar lands in Program, Management & general, or Fundraising — the same split the 990 asks for, shown as a dial you can put in front of a donor.
A chart of accounts you recognise
Contributions, grants, program revenue and membership dues coming in; payroll, program supplies, occupancy, professional fees and fundraising going out.
The board sees, the treasurer files
Invite each board member their own read-only login and your treasurer one that can categorise. Every change has a name against it, and one person can be removed without changing anybody else's password.
Your fiscal year, not the calendar's
New organizations start on a July–June year, named FY2027 the way the 990 names it, and you can move the start to any month. "This year", the reports and the dashboard all follow it.
Reconciled for the treasurer
Tick each charge once it has been checked against the statement, and a quarter or a single grant's window is one click on the date menu.
Nothing missed while you are volunteering
Recurring bills and the calendar are read out of your own history, and an email says what is due before it lands.
Three steps
- 1
Create your account
Name, email, a verified code, a password. No card.
- 2
Connect your banks
Checking, savings, credit cards and brokerages link through Plaid. Anything it cannot reach you can add by hand.
- 3
Read your money
Balances, categories, recurring bills and net worth are there on the first sync — this month, this year, or any period you pick.
Nonprofit
$60/yr
$5.00/mo, billed as one year
- Every bank and card the organization uses, with a year of history
- A July–June fiscal year, or any start month you choose
- Program / Management & general / Fundraising, set to your own percentages
- Board and treasurer logins included, not charged per seat
- CSV exports for your accountant or your 990 preparer
Two months free, then only the rest of that year is charged. No card until the trial ends.
Two months free, then $60 a year
Connect the organization's account and the first sync sorts your year into program, management and fundraising.
Get started free