Case Study·Personal Finance·Customer Stories·Riverside Community Trust

Keeping restricted and unrestricted funds separate - without extra admin

A local charity used sub-accounts to track restricted grant funding separately from general donations.

100%

Of grant funds separately tracked

5 h

Admin time saved per month

The challenge

Grant funders required proof that restricted funds weren't mixed with general donations, but the charity had one account and a manual spreadsheet.

Our solution

Mosey set up linked sub-accounts under one umbrella, so restricted and unrestricted funds are visible separately without manual reconciliation.

“Our trustees can now see restricted fund balances at a glance - no more end-of-month spreadsheet reconciliation.”

Grace Adeyemi

Treasurer, Riverside Community Trust