Track every dollar with powerful organization
Record income, expenses, and transfers with full categorization and fund allocation. Maintain complete records with attachments and audit trails.
- Track every dollar with full categorization
- Automate recurring transactions
- Attach receipts and documentation
- Search and filter instantly
Recent Transactions
247Sunday Offering
Tithes • General
+$4,250
Mar 17
Electric Bill
Utilities • General
-$890
Mar 15
Online Donation - Smith
Offerings • Missions
+$500
Mar 14
Office Supplies
Admin • General
-$156
Mar 12
Building Fund Gift
Designated • Building
+$1,000
Mar 10
Features
Powerful transaction management
Every tool you need to track, categorize, and report on church finances
Income & Expense Tracking
Record all financial activity with full categorization.
Fund Transfers
Move money between funds with proper accounting.
Smart Categorization
Organize by category, fund, ministry, and account.
Bank Rules
Auto-categorize with smart pattern matching.
Recurring Transactions
Automate regular transactions like rent and payroll.
Bank Reconciliation
Match transactions to bank statements easily.
Receipt Attachments
Attach receipts and supporting documents.
Complete Audit Trail
Every change logged with timestamp and user.
FAQ
Frequently Asked Questions
Can I import transactions from my bank?
Yes! You can import bank transactions via CSV or QFX files. Once imported, use bank rules to automatically categorize them, or manually assign categories, funds, and descriptions.
How do I split a transaction across multiple funds?
When recording or editing a transaction, click "Split" to allocate portions to different funds. Enter amounts or percentages for each fund. The total must equal the transaction amount.
Can I attach receipts to transactions?
Yes! Upload images or PDFs of receipts directly to any transaction. Attachments are stored securely and can be viewed anytime. Great for expense documentation and audits.
How do recurring transactions work?
Set up a recurring template with amount, category, fund, and schedule (weekly, monthly, etc.). Transactions generate automatically on schedule. You can review before posting or let them auto-post.
Still have questions?
Contact our support team