# Fund EZ Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Fund EZ the right Fund Accounting solution for you? Explore 25 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/27209/FUND-E-Z/reviews --- Fund EZ 4.4 (25) [View alternatives](https://www.capterra.com/p/27209/FUND-E-Z/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Fund EZ Ease of use 4.4 Customer Service 4.4 ## Showing most helpful reviews Showing 1-25 of 25 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Samantha A. Finance/Budget Manager Used the software for: 2+ years ### "Fund E Z is very user friendly and easy to set up, even mid-year." November 27, 2017 4.0 Pros The implementation process was very well thought out and thorough. There were scheduled calls and then homework assignments where information was reviewed and questions were answered. The software itself is very user friendly. There are lots of reporting functionalities, both canned and easy to make custom reports, as well as reports that export nicely into excel. Report queues can be set up to run multiple reports at once. Information is also easy to find. Cons When tracking multiple departments/programs/funding sources, you MUST KNOW the various date ranges required for each in order for the reports to present correctly. The budgeting module is not very flexible and can be difficult to navigate. Review Source RZ Rob Z. CFO Civic & Social Organization Used the software for: 2+ years ### "Great product and support" March 18, 2020 5.0 We had a great experience in the purchasing, implementation and ongoing support Pros Product is very easy to use, great overall product that meets all our needs and the price and support are awesome. Cons The fixed asset module could use a little fixing to allow existing assets to be added at original cost and use current accumulated depreciation. Reason for choosing Fund EZ Better system for our needs and the customer service and price were great Switched from [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) Need something more powerful with more customization and ability to track what we wanted. Also to integrate fund development and fixed assets into one package. Review Source LW Linda W. Philanthropy Used the software for: ### "Good system" February 5, 2015 3.0 Pros Fund E-Z offers an account structure that allows for entering transactions by fund (unrestricted, temporarily restricted, or permanently restricted revenue), by account number (eg. cash, accounts payable, individual donations, salary expense, etc), then drilldown by cost center 1 (programs), cost center 2 (activity within a program) and cost center 3 (funder) - or variations of this setup. Cons When Fund E-Z updated to version 10, a lot of keystrokes were no longer applicable, making data entry much more time-consuming. Also, it is not easy to update to subsequent versions. Review Source MO Mary O. CFO Non-Profit Organization Management Used the software for: 2+ years ### "Good Accounting System for the Money" November 9, 2017 4.0 It meets our needs at a reasonable price, however lacks a lot of the customization that our previous software had. Pros Ease of use and familiarization of system. Meets our need for separate accounting of programs. System is very accessible and each member of fiscal staff can easily adapt tables and reports to their needs. Cons Customization of reports is labor intensive and time consuming. Also, budget set up is at a global level which is difficult when setting up individual budgets. When we first got the software, were told that would have ACH payment available shortly for accounts payable. It is two years and they still are "working on it". Review Source TR Tiffany R. CFO Hospital & Health Care Used the software for: 2+ years ### "Beautiful and Accurate Reports" September 8, 2017 5.0 Overall I think that it is the best non profit software and it is reasonably priced. I like it better than MIP because you can afford to have all of the modules which eliminates work-arounds because you have half a system. Pros Many levels of reporting. I can report by general ledger number, grant, program, department, etc. Reports come out beautiful, so no exporting and tweaking necessary. True non profit financial statements. Cons The customer service is great however they are on EST and for agencies on CST, MST or PST, it may be annoying when you can't reach customer service after 3:00pm or 4:00pm. They will respond the next morning. Review Source WR Wendy R. Payroll Accountant Primary/Secondary Education Used the software for: 2+ years ### "Easy to learn even without accounting background." June 13, 2018 4.0 I would refer any smaller non-profit to use this software. Pros I really liked how easily it was to learn and integrate into our business. I started from scratch... setting up general ledger numbering, accounts, payables, invoicing and receivables to setting up the layout I wanted to see on the financial statements. I didn't need to use customer service as everything was put into place and ran seamlessly. Cons Some information I wanted to print was not always in a pre-programmed report. I could always find the information but sometimes had to have other information print along with it. Review Source LH Louis H. Fiscal manager Civic & Social Organization Used the software for: 2+ years ### "easy to use and meets our needs" September 27, 2017 4.0 This is an excellent program if you need fund accounting. If you have outgrown quickbooks highly recommended. Pros Ease of use, great features. Great support via phone. Regular updates. competitively priced.Lots of options for reports. And they have been consistently enlarging them with the updates. Cons While customer support is great, built in help is thin. the cost is competitive but not cheap. Having used it for years I notice that some improvements while useful, are not as good as they could be because of reluctance to alter the basic structure. But that is true in all software over time. Review Source JG Jennifer G. Accountant Hospital & Health Care Used the software for: 2+ years ### "Using FUND-EZ is easy. The setup and toolbars have made the experience very user-friendly." September 15, 2017 4.0 It allows us to generate financials quickly and easily and drill down on the details of our business. Pros The capability to drilldown within a report and pull up the underlying detail is the most significant asset. Client invoicing is also made simple. Cons I wish that I could see on the AP Invoice Detail record within a GL Acct Detail report drilldown a record with the accompanying check number --- knowing whether or not the item had yet been paid from one glance without having to go out and pull up another report would be extremely beneficial and helpful. Review Source LB Leonard B. President Used the software for: 2+ years ### "Outstanding Fund Based Accounting Program" August 28, 2015 5.0 Pros The product allows you to full customize your chart of account as well as reports. They have an advance report module which allows for additional customization. The vendor is extremely responsive in regards to queries and continues to support and improve the product with new revisions and updated versions constantly. Cons The switch from version 9 to 10 was drastic with a lot of improvements, but the structure changed to an SQL based software and for users who are used to enter data and scrolling with a mouse there are some drawbacks. Example, if you are in a journal entry and are looking to scroll down and use your mouse, and happen to be on a debit or credit field, it scrolls through the numbers vs. moving the screen, you have to get used to using the side arrows which after two years we still struggle with it. Not a reason to not consider but something you need to be aware of . Review Source VE Victoria E. Bookkeeper/HR Consumer Services Used the software for: 1-2 years ### "Great software for a not-for-profit" October 25, 2019 5.0 At many not-for-profits, the staff has to wear multiple hats as far as job tasks. This program is easy enough for someone to use that may not have an extremely strong accounting background. It backs up and saves automatically. Provides the option of tracking fund-raising activities and multiple reports. One of the best functions of this software is that you can very easily manage multiple funding sources, which is extremely important for not for profits. The reporting capabilities make it easy to provide reports to the funding sources to document expenses. Pros This software is a top pick for medium to smaller not for profits. It is cloud based, so there is no need for a server, backs up and saves automatically and has modules that provide everything that a not for profit needs. Cons I have not had any issues with this software and have not found a con yet. It does seem best for medium to small not for profits. Review Source CR Catherine R. Billing Coordinator Accounting Used the software for: 2+ years ### "Great Software" March 25, 2019 5.0 I use this daily and it is very effective for the type of business we do. Pros This software has continuous updates to improve qualities Cons Permissions can be a total pain but it is easy to change. Review Source MB Matthew B. Equipping and Discipleship Director Religious Institutions Used the software for: 6-12 months ### "Really enjoyed using FUND EZ" February 22, 2017 5.0 Unfortunately, we were forced to switch away from this software in our first 6 months because the larger organization adopted different software. However, we used implemented this software ourselves and really enjoyed using it. The best thing for us was the ease of use. Training time was significantly lower than the software we used before. This saved us so much time and money. Highly recommend! Review Source PA Praise A. Director of finance and administration Used the software for: 1-2 years ### "Just right" February 22, 2017 5.0 This is one of the best products for small nonprofit organizations. It's also cost effective. Pros Easy to use Cons A bit more features Review Source TP Tonia P. President Used the software for: 2+ years ### "Fund EZ Assessment" January 9, 2016 5.0 Pros Great technical support. They take responsibility for every issue presented to them and don't stop until the issue is resolved. The software in the last upgrade provides almost as much functionality as MIP/Abila with a much more logical user interface. Users can easily create their own report formats. The Pro-writer provides an organization the ability to fully customize their account structure. Cons It does not yet have a Spanish language version even though it has robust multi-currency functionality. Review Source JZ Jinhong Z. Consultant Non-Profit Organization Management Used the software for: 2+ years ### "Simple, Low Cost and Easy to Use" September 2, 2015 5.0 Pros Fund E-Z is very simple and easy to use. It has all the functions needed to do the job and no more extras to confuse you. It is very affordable. Cons The product is still desktop. In today's world, we need cloud based applications. I will they will make it cloud based soon. Review Source AT Allison T. Civic & Social Organization Used the software for: ### "EZ Fund my review" February 27, 2015 3.5 Pros The after market support. My department has confidence in the company that in the event of issues we can immediately contact someone in support to work with us on the technical problems. We are also very happy with the fast turnaround response time either for employees to return our communication or complete work. Cons Critical information from some workers may differ sometimes. Steep learning curve on product. Expensive. Review Source SC Sabrina C. Higher Education Used the software for: ### "Great NPO accounting software for small-mid size NPOs" October 20, 2014 4.0 Pros We love that we have many options to be able to filter different data and the ability to export in a variety of formats. Technical support has been useful so far on any questions we have had. Cons It would be great if more filter options and fields were available to be included in reports, as would the ability to compare budget vs actuals each quarter with reprojections. Review Source lS linda S. CFO Civic & Social Organization Used the software for: 6-12 months ### "New user to fund EZ" August 24, 2016 3.0 Pros Very customizable. Love the indirect allocation features Cons Not enough set up in the way of select pre made /formated options. not enough sort optons flexability. Review Source DL Darlene L. Manager Used the software for: Less than 6 months ### "Would recommend " November 8, 2016 5.0 Would recommend to others. Very very user friendly. My employees were able to learn it very fast. Pros User friendly Review Source SC Stephanie C. Accountant Civic & Social Organization Used the software for: Less than 6 months ### "Good Product" September 8, 2016 5.0 Pros It works seamlessly with what I need. Does exactly what I want it to and more. I don't know I've gotten by in the past with out using this product for the business. Cons I have not found anything I don't like about it. Both the product and the vendor are and were very helpful in fulling my needs. Definitely the best place to get accounting software. Would recommend to a friend. Review Source LK Lexie K. Receptionist Used the software for: Less than 6 months ### "Good Product" September 14, 2016 4.0 Pros Both were very helpful. The best part is they give an amazon gift card just for reviewing there product. Cons It could be easier to use. Was a little confusing the first few times around. This product fits my needs as of now. I haven't come across anything that I didn't like yet besides the fact it could be a little more user friendly the first time around. Review Source HM Haley M. PR/Marketing Intern Hospital & Health Care Used the software for: Less than 6 months ### "Helpful Program for Fundraising Events" November 1, 2016 4.0 I used this program as an intern at a small nonprofit. It was easy to understand, and if I had any questions, customer service was extremely helpful. I love having this sort of help for doing fundraising for important events that primarily funded our organization. The program was clear and concise with great functionality. Cons It was a little pricey for our small organization. Review Source BW Brittney W. Accountant Civic & Social Organization Used the software for: Less than 6 months ### "Not for profit accounting " December 15, 2016 4.0 I really like this software because it is easy to use. It's easy to learn and has many features. Cons The cost could be cheaper. Review Source RW Ryan W. Accountant Civic & Social Organization Used the software for: Less than 6 months ### "EZ way to track your budgets!" February 1, 2017 5.0 This is a very basic software that takes no time to figure out how to use. It's a great place to access all your data. This is good weather it's for a profit or nonprofit growth. Pros The many features the software offers are great and it's no extra cost! Review Source SB Sarah B. Vice President Higher Education Used the software for: Less than 6 months ### "FUND E-Z Fund Accounting" December 7, 2016 5.0 Seems to operate on a stable platform without constant computer maintenance. Pros Very easy to use Excellent Customer service Excellent Technical Support Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.