Accounting and transactions

Accounting brings all your money together. Giving, tithes, harvest, pledges and Day Born flow in automatically, and expenses and aid flow out.

Money marked Not banked yet (like cash still in hand) is counted as income but left out of every account balance. A yellow notice at the top shows how much, with a Bank it button to assign each entry to an account once it is deposited.

Choose what you're looking at

• Month, Year, All time or Custom: the bar at the top says clearly what is showing, e.g. "Showing October 2026". Use the arrows to move to the next or previous month or year.
• Filters: search, or narrow by Type (income or expenses), Source, Account, Fund or Category. The numbers and every tab follow your filters. Choose Clear to start again.
• The cards show Income, Expenses, Net and Entries, with the change from the previous period.

The tabs

• Overview: a chart of income and expenses, where the money came from and went, and totals by account and fund.
• Entries: every transaction, grouped by day and shown 40 at a time. Giving is summarised per day and fund, and you can open a line to see each gift. Switch the summary off to see every gift.
• By week (or By month for a year): totals for each week or month. Choose View to see exactly what was recorded then.
• Statements: one account's bank-style statement with the opening balance, every movement and the closing balance. You can also open it with View statement on an account.
• Funds: add, rename and manage your funds.
• Report: a financial summary of what's selected, with CSV and Excel downloads that include giving, expenses and manual entries.

Record a manual transaction

1. 1Choose New transaction.
2. 2Enter a Description, choose income or expense, and the Amount (₵).
3. 3Set the Category (e.g. Offering, Utilities), the Fund (e.g. General, Building) and the Account.
4. 4Choose Save transaction.