A Better Way to Track Programs, Campaigns, and Finances in Booostr

Introduction

If you’ve ever looked at your organization’s finances and thought, “Okay, but how much of this was actually spent on that program?”—we built this update with you in mind.

We’re excited to introduce Program Management in Booostr Financial Manager, a new way to connect your organization’s financial activity to the programs and campaigns that matter most. Instead of looking at your finances as one big collection of transactions, you can now organize and track them around the work your organization is actually doing.

For small organizations especially, having this kind of visibility can make a big difference. You shouldn’t need a complicated financial system or a separate spreadsheet just to understand how your money is supporting your programs.

Create Programs That Fit Your Organization

With the new Program Management system, you can create custom programs directly within Booostr Financial Manager. Set up as many programs as you need and give each one a starting and end date, making it easier to organize financial activity around specific initiatives, campaigns, or periods of work.

Once your programs are created, you can associate transactions with the appropriate program or campaign. That means when you’re reviewing your finances, you’re not just seeing what money came in or went out—you can start seeing the bigger picture behind those transactions.

And because things change, we’ve made it easy to update existing transactions as well. If a transaction needs to be associated with a different program, you can make that adjustment without having to start over.

Turn Financial Data Into Information You Can Actually Use

The real value of program tracking comes when you start looking at your reports.

Program Management automatically integrates with Booostr Financial Manager reporting, so the information you’re adding to your transactions becomes part of the financial picture you already use to manage your organization.

That can make it easier to understand how individual programs are performing, review financial activity for a particular campaign, and get a clearer picture of where your organization’s resources are going.

It’s not about creating more reports just for the sake of having them. It’s about making the financial information you already have more useful.

Financial Management Built for Small Organizations

Program Management is the latest addition to Booostr Financial Manager, which was designed to give small organizations an easier way to manage their finances without the complexity that often comes with traditional financial software.

You can view registers and create reports in just a few clicks, customize your chart of accounts, and connect your financial activity with other parts of Booostr. Financial Manager natively integrates with Booostr Donations and Booostr Store Manager, helping keep your financial information connected as money moves through your organization.

You can also associate transactions with contacts in your Booostr Contact Manager CRM, giving you even more context around your financial activity.

Together, these connections mean your financial information doesn’t have to live in a silo. Your donations, store activity, contacts, programs, and financial records can all work together inside Booostr.

A Little More Clarity Goes a Long Way

We know that financial management isn’t always the most exciting part of running an organization. But having a clear understanding of where your money is going can make it much easier to make good decisions, explain your finances, and stay focused on your mission.

That’s what we’re hoping this new Program Management feature does for you.

Whether you’re tracking an ongoing program, managing a specific campaign, or simply trying to get a better handle on the financial side of your organization’s work, you can now connect those efforts directly to your transactions and reporting.

And you can do it without adding another system to your already-full plate.

More Financial Tools. No Monthly Subscription.

Program Management is included with Booostr, just like the rest of the platform. Booostr has a $0 subscription with no monthly fees, and every tool is included—you don’t have to purchase Financial Manager separately or pay extra to access additional tools.

Booostr is built to help you increase supporters and revenue while making your volunteer job easier. You also get unlimited email sends and unlimited contacts in your CRM, with migration, setup, and support included.

We’re excited to keep making Booostr more useful for the organizations doing important work in their communities.

Ready to get a clearer picture of your organization’s finances? Visit booostr.co and explore what’s included with Booostr.