{"id":4919,"date":"2025-09-23T15:34:43","date_gmt":"2025-09-23T15:34:43","guid":{"rendered":"https:\/\/expenseplus.co.uk\/fund-accounting\/?p=4919"},"modified":"2026-02-10T15:37:03","modified_gmt":"2026-02-10T15:37:03","slug":"what-is-the-fund-movement-summary-report-in-charity-accounts","status":"publish","type":"post","link":"https:\/\/expenseplus.co.uk\/fund-accounting\/what-is-the-fund-movement-summary-report-in-charity-accounts\/","title":{"rendered":"What is the Fund Movement Summary report in charity accounts?"},"content":{"rendered":"\n<p>The Fund Movement Summary report is a great one-stop-shop to see your fund balances at the start and end of a reporting period.<\/p>\n\n\n\n<p>It also shows you all income, expenditure, fund transfers, investment gains\/losses, and revaluation of assets during that period.<\/p>\n\n\n\n<p>In this blog, we explain its purpose and give some examples of how you might want to use it.<\/p>\n\n\n\n<p>To learn more about different financial reports and how to check and review them, see this blog on <a href=\"https:\/\/expenseplus.co.uk\/fund-accounting\/understanding-key-charity-financial-reports\/\" target=\"_blank\" rel=\"noreferrer noopener\">Understanding Key Charity Financial Reports.<\/a><\/p>\n\n\n\n<p class=\"has-background\" style=\"background:linear-gradient(135deg,rgb(238,238,238) 100%,rgb(169,184,195) 100%)\">This blog article is relevant to all organisations no matter what your accounting basis is. However, references to investment gains\/losses and asset revaluation will only be relevant to organisations that prepare accounts on an <strong>accruals<\/strong> basis. Not sure about the difference between <strong>accruals<\/strong> and <strong>receipts &amp; payments<\/strong> accounting? <strong><a href=\"https:\/\/expenseplus.co.uk\/fund-accounting\/receipts-and-payments-vs-accruals-accounting\/\" target=\"_blank\" rel=\"noreferrer noopener\">Check out our blog<\/a> <\/strong>for further guidance!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-does-the-fund-movement-summary-report-show\">What does the Fund Movement Summary report show?<\/h2>\n\n\n\n<p>The Fund Movement Summary report, or Movement of Funds note in statutory (year-end) accounts, shows financial activity across a period of time.<\/p>\n\n\n\n<p>It is similar to the Statement of Financial Activities (<a href=\"https:\/\/expenseplus.co.uk\/fund-accounting\/what-is-the-sofa-report-in-charity-accounts\/\" target=\"_blank\" rel=\"noreferrer noopener\">SOFA report<\/a>). But is a summary and so, contains less detail, making it an ideal management report for your finance team.<\/p>\n\n\n\n<p>It usually has 7 columns (as well as the fund name):<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Opening balance (the balance of each fund at the start of the reporting period)<\/li>\n\n\n\n<li>Income (any income coded to this fund during the reporting period)<\/li>\n\n\n\n<li>Expenditure (any expenditure coded to this fund during the reporting period)<\/li>\n\n\n\n<li>Fund transfers (a positive number indicating funds transferred into the fund, and a negative number showing funds transferred out of the fund)<\/li>\n\n\n\n<li><strong>Accruals accounts only: <\/strong>Investment gains or losses (these aren\u2019t classed as income\/expenditure but affect fund balances)<\/li>\n\n\n\n<li><strong>Accruals accounts only: <\/strong>Asset revaluation (these aren\u2019t classed as income\/expenditure but affect fund balances)<\/li>\n<\/ul>\n\n\n\n<p>Here is an example report from <a href=\"https:\/\/expenseplus.co.uk\/\" target=\"_blank\" rel=\"noreferrer noopener\">ExpensePlus<\/a>. This demonstration organisation prepares accounts on an accruals basis.<\/p>\n\n\n\n<p>In the <strong>Fund Type<\/strong> view of this report, there are subtotals of unrestricted, designated, restricted, and endowment funds<em>. This example organisation does not have any endowment funds.<\/em><\/p>\n\n\n\n<p>The black totals show all unrestricted (including designated) and all restricted (including endowment) funds.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"327\" src=\"https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2025\/04\/Fund-Movement-Summary-report-in-ExpensePlus-1024x327.png\" alt=\"\" class=\"wp-image-4931\" srcset=\"https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2025\/04\/Fund-Movement-Summary-report-in-ExpensePlus-1024x327.png 1024w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2025\/04\/Fund-Movement-Summary-report-in-ExpensePlus-300x96.png 300w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2025\/04\/Fund-Movement-Summary-report-in-ExpensePlus-768x245.png 768w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2025\/04\/Fund-Movement-Summary-report-in-ExpensePlus-1536x490.png 1536w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2025\/04\/Fund-Movement-Summary-report-in-ExpensePlus-370x118.png 370w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2025\/04\/Fund-Movement-Summary-report-in-ExpensePlus-760x243.png 760w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2025\/04\/Fund-Movement-Summary-report-in-ExpensePlus.png 1595w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Fund Movement Summary report in ExpensePlus<\/figcaption><\/figure>\n\n\n\n<p>Here is the equivalent report in a format you might recognise from a set of statutory (year-end) accounts. Similarly, there are subtotals for all unrestricted (including designated) and all restricted funds.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"870\" height=\"652\" src=\"https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2025\/04\/Fund-Movement-Summary-report.png\" alt=\"Fund Movement Summary report\" class=\"wp-image-4928\" srcset=\"https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2025\/04\/Fund-Movement-Summary-report.png 870w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2025\/04\/Fund-Movement-Summary-report-300x225.png 300w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2025\/04\/Fund-Movement-Summary-report-768x576.png 768w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2025\/04\/Fund-Movement-Summary-report-370x277.png 370w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2025\/04\/Fund-Movement-Summary-report-760x570.png 760w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2025\/04\/Fund-Movement-Summary-report-202x151.png 202w\" sizes=\"auto, (max-width: 870px) 100vw, 870px\" \/><figcaption class=\"wp-element-caption\">Fund Movement Summary report<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-does-the-report-not-show\">What does the report not show?<\/h2>\n\n\n\n<p>Like the <a href=\"https:\/\/expenseplus.co.uk\/fund-accounting\/what-is-the-sofa-report-in-charity-accounts\/\" target=\"_blank\" rel=\"noreferrer noopener\">SOFA report<\/a>, the Fund Movement Summary report doesn\u2019t show balance sheet movements.<\/p>\n\n\n\n<p>For example, the purchasing of a fixed asset is not classified as expenditure. It simply reduces the cash assets that a fund has and increases the fixed asset balance by the same amount. Therefore, it doesn\u2019t alter the overall fund balance, so it doesn\u2019t appear on the Fund Movement Summary report.<\/p>\n\n\n\n<p>Similarly, if you pay off a loan, this balance sheet movement doesn\u2019t affect the fund balance. So, this won\u2019t show up on the Fund Movement Summary report. It is simply a movement from a cash balance to a creditor balance, inside the same fund.<\/p>\n\n\n\n<p>Whilst the Fund Movement Summary report represents all income and expenditure, there is no detail since it is a summary report. In your statutory (year-end) accounts, there will be other notes which give a breakdown of your income and expenditure. If you\u2019re using <a href=\"https:\/\/expenseplus.co.uk\/\" target=\"_blank\" rel=\"noreferrer noopener\">ExpensePlus<\/a>, with the correct user permissions, you can drill into the figures on the Fund Movement Summary report to get the breakdown you need.<\/p>\n\n\n\n<p>For organisations preparing accounts on a <a href=\"https:\/\/expenseplus.co.uk\/fund-accounting\/receipts-and-payments-vs-accruals-accounting\/\" target=\"_blank\" rel=\"noreferrer noopener\">receipts and payments basis<\/a>, the fund balances will be cash balances. Cash balances in a fund are <strong>not<\/strong> the same as bank balances. This is true even if you operate different bank accounts for different funds (<a href=\"https:\/\/expenseplus.co.uk\/fund-accounting\/should-restricted-funds-be-in-a-separate-bank-account\/\" target=\"_blank\" rel=\"noreferrer noopener\">which is not typically necessary<\/a>).<\/p>\n\n\n\n<p>However, for organisations preparing accounts on an <a href=\"https:\/\/expenseplus.co.uk\/fund-accounting\/receipts-and-payments-vs-accruals-accounting\/\" target=\"_blank\" rel=\"noreferrer noopener\">accruals basis<\/a>, the Fund Movement Summary report doesn\u2019t show what makes up the fund balances. This requires caution and consultation of the <a href=\"https:\/\/expenseplus.co.uk\/fund-accounting\/what-is-the-balance-sheet-in-charity-accounts\/\" target=\"_blank\" rel=\"noreferrer noopener\">balance sheet<\/a> as a healthy fund balance doesn\u2019t necessarily mean lots of available cash!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-is-the-fund-movement-summary-report-different-from-the-sofa-report\">How is the Fund Movement Summary report different from the SOFA report?<\/h2>\n\n\n\n<p>There are many similarities between the <a href=\"https:\/\/expenseplus.co.uk\/fund-accounting\/what-is-the-sofa-report-in-charity-accounts\/\" target=\"_blank\" rel=\"noreferrer noopener\">SOFA report<\/a> and Fund Movement Summary report.<\/p>\n\n\n\n<p>Both show the movement in funds (including income and expenditure) across your whole organisation\u2019s finances.<\/p>\n\n\n\n<p>Whilst you will include a note in your year-end accounts regarding the movement in funds, the Fund Movement Summary is more of a management report. It gives details about the funds in which income and expenditure took place. This is useful for finance teams and trustees to have an overview of their organisation\u2019s finances all on one screen.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-is-the-fund-movement-summary-report-useful-and-important\">Why is the Fund Movement Summary report useful and important?<\/h2>\n\n\n\n<p>The Fund Movement Summary is a very useful summary report as it displays the income and expenditure (as well as other movements in fund balances) per fund, and gives closing fund balances.<\/p>\n\n\n\n<p>It\u2019s therefore useful to trustees or management teams to see a headline picture of their organisation\u2019s finances across various funds. Meanwhile, other income and expenditure reports (including the <a href=\"https:\/\/expenseplus.co.uk\/fund-accounting\/what-is-the-sofa-report-in-charity-accounts\/\" target=\"_blank\" rel=\"noreferrer noopener\">SOFA report<\/a>) would not show this data split by fund.<\/p>\n\n\n\n<p>We often hear that users responsible for presenting financial information to trustees or leadership teams distribute the Fund Movement Summary report as a clear way to show movements in the organisations finances at monthly or quarterly meetings.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-further-resources\">Further Resources<\/h2>\n\n\n\n<p>If you want to find out more about Fund Accounting, check out our other&nbsp;<a href=\"https:\/\/expenseplus.co.uk\/blog\/\" target=\"_blank\" rel=\"noreferrer noopener\">fund accounting blogs<\/a>, or visit the&nbsp;<a href=\"https:\/\/www.stewardship.org.uk\/resource\/making-sense-fund-accounting\" target=\"_blank\" rel=\"noreferrer noopener\">Stewardship Resources Hub<\/a>,&nbsp;which has lots of helpful information and resources.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Fund Movement Summary report is a great one-stop-shop to see your fund balances at the start and end of a reporting period.<\/p>\n","protected":false},"author":1,"featured_media":4956,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[35],"tags":[],"class_list":["post-4919","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-fund-accounting"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>What is the Fund Movement Summary report in charity accounts?<\/title>\n<meta name=\"description\" content=\"The Fund Movement Summary report is a great one-stop-shop to see your fund balances at the start and end of a 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