For small UK charities
Charity finances made simple.
Track every fund, stay on top of restricted money, and give your trustees a clear report every month — without a spreadsheet in sight.
14-day free trial, no card needed.
You didn't sign up to wrestle spreadsheets.
Most charity treasurers we meet are juggling restricted grants, general funds and the coffee tin, all in a fragile spreadsheet that only they understand — and quietly dreading the monthly report to trustees. Savvy Ledger is built for that reality. It keeps restricted money where it belongs, does the arithmetic for you, and turns each month's numbers into a tidy report you can share in one click.
Record income & expenditure
Log every transaction in seconds and attach the receipt or invoice. No more shoebox, no more lost paper.
Restricted money, kept where it belongs
Track restricted and unrestricted funds alongside your bank and cash accounts. See exactly what's left in each fund at a glance.
Your trustee report, ready in a click
Generate a clean monthly report with fund balances, budget vs actual and a narrative — then export it as a tidy PDF.
The trustee report you'll actually enjoy sending.
A clear, on-brand summary of the month, with every fund accounted for.
Riverside Community Trust
Trustee report · October 2026
| Fund | Type | In | Out | Balance |
|---|---|---|---|---|
| General fund | Unrestricted | £1,240 | £820 | £3,610 |
| Winter warmth appeal | Restricted | £2,500 | £1,180 | £1,320 |
| Youth club grant | Restricted | — | £640 | £2,360 |
| Building reserve | Designated | — | — | £5,000 |
| Total | £3,740 | £2,640 | £12,290 | |
Reserves currently sit at £12,290, comfortably above the trustees' target of £6,000.
Honest, simple pricing.
Every paid plan starts with a 14-day free trial, no card required. Choose annual and get two months free.
Free
For very small charities getting started.
- Up to 2 funds
- Basic income & expenditure
- Community support
Starter
For growing charities with a handful of funds.
- Unlimited funds & categories
- Bank & cash accounts
- Receipt attachments
Standard
Everything a busy treasurer needs each month.
- Everything in Starter
- Monthly trustee report + PDF export
- Budgets & reserves tracking
Plus
For charities with more complex reporting.
- Everything in Standard
- Priority support
- Early access to new features
"[Pilot testimonial coming soon]"
Ready for a calmer month-end?
Set up your charity in minutes and see the difference on your very next report.
14-day free trial, no card needed.