Fundsheet
Support
Answers to common questions are below. If yours isn’t, email help@fitztoppicks.com with your Mac model and macOS version.
Using Fundsheet
Where are my grants and board records saved?
In the organization file you saved (File › Save), a single document you can back up, AirDrop or keep in iCloud Drive. Each file holds one organization: its grants and its board.
I used Gavelkeep. Can I bring my board in?
Yes: choose File › Import Gavelkeep Board… and pick the .gavelkeep file. Members, meetings, minutes, motions and action items all come in; the Gavelkeep file isn’t changed.
Can my team share a file?
Fundsheet is a one-Mac tool: one person edits at a time. Share the board summary PDF, or keep the file in iCloud Drive or a shared folder.
I deleted something by mistake.
Choose Edit › Undo right away, or File › Revert To to go back to an earlier version.
Fundsheet license
What’s free, and what do Pro and Studio add?
Without a key you can use everything with up to 5 grants and 3 board meetings per file; PDFs carry a small “Made with Fundsheet” line. Pro adds unlimited grants and meetings, the year’s Minute Book PDF and search, no footer and your logo on grant PDFs, on up to 3 Macs. Studio adds the Portfolio window and client status reports, on up to 5 Macs. Both are one-time purchases on Gumroad.
Where do I enter my license key?
Choose Fundsheet › Settings…, open the License tab, paste the key from your Gumroad receipt and click Activate.
How do I get updates?
Fundsheet checks for updates on its own; you can also choose Check for Updates… from the Fundsheet menu. Updates are free.
Purchases
How do I get a refund?
Gumroad handles payment. Reply to your Gumroad receipt or email help@fitztoppicks.com.
Do I have to pay again on another Mac?
No. One license key works on up to 3 of your Macs. Download the app again from your Gumroad receipt or library and enter the same key.