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Read the latest Financial Management software articles, news and reviews.
Form 990-PF: What Private Foundations Report and How Accounting Software Prepares It
By Sherman Hsieh | Oct 18 2026
Form 990-PF explained: who files, Part I columns, the 1.39% Section 4940 tax, the 5% Section 4942 payout, and how foundation software keeps the data. Read More
Nonprofit Budgeting Software: Program, Grant and Organizational Budgets
By Sherman Hsieh | Oct 17 2026
Nonprofit budgeting software compared: program and grant budgets, budget vs actual, board reporting and published prices for Aplos, Budgyt and more. Read More
Form 990 Preparation: Pulling the Data From Your Accounting System
By Sherman Hsieh | Oct 16 2026
Form 990 preparation software, explained: which return parts come from your ledger, how to map accounts, IRS e-file rules, deadlines and tools CPAs use. Read More
Form 990 Schedule J: Reporting Officer and Key Employee Compensation
By Sherman Hsieh | Oct 16 2026
Form 990 Schedule J explained: Part VII line 3, 4 and 5 triggers, the $150,000 test, Part II columns, W-2 box mapping and the rebuttable presumption. Read More
Form 990 Schedule D: Endowments, Donor Advised Funds and Supplemental Financial Statements
By Sherman Hsieh | Oct 16 2026
Form 990 Schedule D explained: which Part IV lines trigger each part, the Part V endowment roll-forward, Part VI fixed assets and audit reconciliations. Read More
Nonprofit Budget Template: Organizational, Program and Functional Views
By Sherman Hsieh | Oct 15 2026
Nonprofit budget template with revenue by source, restricted and unrestricted columns, functional expense allocation and a budget-vs-actual software setup. Read More
General Ledger Reconciliation: A Step-by-Step Process
By Sherman Hsieh | Oct 13 2026
General ledger reconciliation step by step: which accounts to reconcile and how often, causes of differences, review and sign-off, and software options. Read More
Accounts Payable Aging Report: How to Read It and Use It, With a Template
By Sherman Hsieh | Oct 13 2026
Accounts payable aging report template for AP managers: aging buckets, GL reconciliation, early-payment discount math and cash planning in ERPs. Read More
Encumbrance Accounting: How Governments and Schools Track Commitments
By Sherman Hsieh | Oct 13 2026
Encumbrance accounting for governments and schools: journal entries from PO to invoice, year-end carryover, GASB 54 fund balance and software support. Read More
Family Office Accounting Software: Multi-Entity Books, Partnerships and Investment Reporting
By Sherman Hsieh | Oct 13 2026
Family office accounting software compared: Sage Intacct, Eton AtlasFive, FundCount, Addepar, Asora and Masttro on entities, capital accounts and cost. Read More