Fundraising restricted-fund allocation calculator

Calculate amounts unfunded by request and fund balances remaining with your own figures.

Your numbers

Use the units shown. Results update as you change valid inputs.

Choose the currency for these amounts. Changing it keeps your numbers and does not convert exchange rates.

Use amounts unfunded by request and fund balances remaining to compare changes to your inputs. The method and limits below explain the scope.

Examples

Examples

Try the starting example

Funds in use order: name, balance $, allowed request categories joined by | or all
Restricted,100,food General,50,all
Requests in priority order: name, category, cost $
Food,food,80 Clothes,clothing,80
Amounts unfunded by request ($)
Food: 0.00; Clothes: 30.00
Fund balances remaining ($)
Restricted: 20.00; General: 0.00
Total allocated ($)
$130.00
Total request shortfall ($)
$30.00
Allocation trace
Food ← Restricted: 80.00; Clothes ← General: 50.00

Try another scenario

Funds in use order: name, balance $, allowed request categories joined by | or all
Restricted,100,food General,80,all
Requests in priority order: name, category, cost $
Food,food,80 Clothes,clothing,80
Amounts unfunded by request ($)
Food: 0.00; Clothes: 0.00
Fund balances remaining ($)
Restricted: 20.00; General: 0.00
Total allocated ($)
$160.00
Total request shortfall ($)
$0.00
Allocation trace
Food ← Restricted: 80.00; Clothes ← General: 80.00
Calculation method

Calculation method

Amounts unfunded by request ($)

For each request, draw only from funds whose supplied allowed categories include the request; follow both input orders.

Fund balances remaining ($)

Subtract permitted allocations from each original balance.

Total allocated ($)

Opening total balances−remaining balances.

Total request shortfall ($)

Sum request amounts not allocated.

Allocation trace

Show every nonzero request/fund allocation, without moving cash or asserting a legal restriction classification.

Symbols and units
a
Funds in use order: name, balance $, allowed request categories joined by | or all
b
Requests in priority order: name, category, cost $

Use the units shown. A list keeps the order in which you enter its values. The symbol ^ means “raised to the power of”.

Assumptions & limits

Assumptions & limits

  • A feasible input-order allocation under externally confirmed category permissions. It does not interpret donor restrictions or optimise the use of flexible funds; changing order can affect shortfalls.
Are these inputs private?

These calculations run in your browser. A shared link contains the values you choose to share. Only questions submitted to the separate AI finder are sent to OpenAI.

Further reading

Charity Commission: funds and reserves background; no universal reserve target ↗

Background reading; this does not imply endorsement or independent review of SumFizz.

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