Your complete financial picture at a glance
See income, expenses, fund balances, and budget status in real-time. Customizable widgets let every team member see what matters most to their role.
- See your complete financial picture at a glance
- Track income, expenses, and fund balances in real-time
- Monitor budget progress with visual indicators
- Customize widgets to match your workflow
Total Income
$284,520
+12%
Expenses
$198,340
-5%
Net
$86,180
+18%
New Donation
+$250 received
Features
Everything you need for financial clarity
Powerful features designed specifically for church financial management
Financial Overview
See your church's complete financial picture at a glance. Income, expenses, net position, and trends all in one place.
Real-Time Updates
Dashboard updates instantly as transactions are recorded. Always know exactly where your church stands financially.
Income Tracking
Monitor tithes, offerings, and other income sources. Compare to budget and previous periods instantly.
Fund Balances
See current balances for all funds — general, missions, building, and restricted funds. Track each fund's health.
Expense Summary
View expenses by category and ministry. Identify where money is going and spot unusual spending patterns.
Budget Progress
Track budget vs actual spending in real-time. Visual indicators show which categories are on track or need attention.
Period Comparison
Compare this month to last month, this year to last year. See growth trends and seasonal patterns.
Customizable Widgets
Arrange dashboard widgets to match your workflow. Show the information most important to your role.
Alerts & Notifications
Get notified about important events — budget overages, large transactions, reconciliation reminders.
FAQ
Frequently Asked Questions
Can I customize what appears on my dashboard?
Yes! The dashboard is fully customizable. You can add, remove, and rearrange widgets to show the information most relevant to your role. Treasurers might want fund balances front and center, while pastors might prefer giving trends.
How often does the dashboard update?
The dashboard updates in real-time as transactions are recorded. When someone enters a new donation or expense, the totals, charts, and fund balances update instantly without needing to refresh the page.
Can different team members see different dashboards?
Yes, each user can customize their own dashboard view. Additionally, role-based permissions ensure team members only see data they're authorized to access. A ministry leader might only see their department's finances.
Does the dashboard show budget progress?
Absolutely. The budget widget shows real-time progress for each category with visual indicators. Green means on track, yellow means approaching the limit, and red means over budget. You can also see year-to-date comparisons.
Still have questions?
Contact our support team