Read a booklet card
On the Budget page, each container (main cash register, dedicated booklet, fund, campaign, Event Journey) is represented by a card. Understanding the anatomy of a card allows you to read your Budget quickly and to act directly from this view.
Anatomy of a card
A card is divided into three vertical areas:
┌─────────────────────────────────────────┐
│ HEADER : title + transfer button │ ← Identification area
│ + main balance │
├─────────────────────────────────────────┤
│ BODY : multi-currency detail (opt) │ ← Content area
│ + 5 latest operations │
├─────────────────────────────────────────┤
│ FOOTER : Business Units (optional) │ ← Action area
│ + « View More » button │
└─────────────────────────────────────────┘
The header: title and balance
The container title
To the left of the header, the name of the container is displayed. Depending on the type, the format changes slightly:
| Container type | Title format |
|---|---|
| Main cash register | Main Cash Register |
| Dedicated booklet | The label you entered (e.g.: Prayer hall renovation) |
| Fund | The name of the fund (e.g.: 2026 Youth trip) |
| Campaign | The name of the campaign (e.g.: Kippur 5786) |
| Event Journey / Group | The name of the Event Journey (e.g.: Tishrei Cycle) |
The « Transfer » button
Just to the left of the title, an icon with two opposing arrows (transfer) opens the funds transfer window from this booklet to another.
On hover, the tooltip displays "Transfer to another booklet".
See Transfer funds between booklets.
The main balance
To the right of the header, the booklet balance is displayed large with a color code:
| Color | Meaning |
|---|---|
| Green | Positive balance |
| Red | Negative balance |
| Blue | Balance at zero |
The balance is expressed in the main currency of the booklet. If the booklet accumulates operations in several currencies, a "Detail" panel appears in the body.
The body: multi-currency detail and operations
"Amount detail" panel (multi-currency)
If the booklet contains operations in more than one currency, a panel "Amount detail (without conversion)" appears at the top of the body. By clicking on it, it opens and displays the subtotal per currency, without conversion:
Amount in € : +1,500.00 €
Amount in $ : +320.00 $
Preview of the latest operations
Below the multi-currency panel, the card lists the latest operations of the booklet (usually the 5 most recent), one per line:
| Element | Description |
|---|---|
| Label | On the left, the name of the operation (e.g.: "Donation from David Cohen", "Transfer to Renovation") |
| Amount | On the right, the amount with a sign: +1,800 € (entry, in green) or −500 € (outflow, in red) |
If the booklet has no operation, a message "No data available" is displayed.
This list is only a preview. To see all the operations with sorting and filters, click on View More at the bottom of the card.
The footer: Business Units and « View More » button
Business Unit assignment (multi-organization)
To the left of the footer, a « Business Unit » button appears if:
- You are connected with an administrator account (
access.type = ADMIN) - Your organization has at least one Business Unit configured
- The booklet is of type Booklet, Form, Fund or Campaign (not the Main cash register, not an Event Journey)
The button allows you to assign this booklet to a specific Business Unit to filter it later. See Assign a booklet to Business Units.
The « View More » button
To the right of the footer, the View More button opens a modal window with the complete table of operations of the booklet, sortable by date, label or amount.
See View the details of a booklet.
Special behaviors
Automatically hidden cards
To keep the page readable, some cards are not displayed in the following cases:
| Type | Masking condition |
|---|---|
| Campaign | If the balance is at zero (campaign without received donations) |
| Fund with goal | If the balance is at zero (empty fund that has a defined goal) |
The Main cash register and dedicated booklets are always visible, even at zero balance.
Card being loaded
While data is loading, the card displays an animated gray skeleton. Once the data is received, the content appears without reloading the page.
Concrete case: "Renovation Booklet" card
Here is how a typical card reads:
┌─────────────────────────────────────────┐
│ ⇄ Prayer hall renovation │
│ +4,750 € │
├─────────────────────────────────────────┤
│ Donation from Sarah Cohen +1,800 € │
│ ───────────────────────────────────── │
│ Donation from David Lévy +500 € │
│ ───────────────────────────────────── │
│ Transfer from main cash register │
│ +2,000 € │
│ ───────────────────────────────────── │
│ Donation from Léa Benhamou +250 € │
│ ───────────────────────────────────── │
│ Donation from Yossi Mizrahi +200 € │
├─────────────────────────────────────────┤
│ Business Unit : Works [View More →] │
└──────────────────────────────────── ─────┘
To read as follows:
- Booklet "Prayer hall renovation"
- Positive balance of 4,750 €
- Latest operations: 4 donations received + 1 internal transfer
- Assigned to the Works Business Unit
- Click on View More for the complete table
Going further
- View the details of a booklet — the complete table of operations
- Understand balances — why a color code
- Transfer funds between booklets
- Assign a booklet to Business Units