Giving & Finance
Four screens cover money: Giving (member-facing donation view), Transactions (the full ledger), Categories (income/expense categories) and the Finance Dashboard (KPIs and charts).
Giving
Section titled “Giving”Shows donations grouped by member for a selected year — total given, number of givers, and number of gifts, with a per-member breakdown. Click a member to see their full statement for the year, which you can print (e.g. for tax/donation receipt purposes) — it includes a standard “no goods or services were provided” line.
Only transactions marked as income with a member attached count as a gift here; undesignated income (cash offering not tied to a person, grants, etc.) is tracked in Transactions but won’t appear in Giving.
+ New gift / + Add a gift opens a quick form: search for the member, enter the amount, date, an optional location, currency, and method. If the currency doesn’t match your church’s default, an exchange rate field appears so the total can still be combined accurately.
Transactions
Section titled “Transactions”The full income/expense ledger, usable for anything beyond individual giving — building expenses, event costs, general offerings. A plain create/edit/delete list with category, amount, currency, date, direction (income/expense) and notes.
Categories
Section titled “Categories”Define the income and expense categories your church uses (Tithe, Offering, Building Fund, Utilities, etc.) — Giving’s gift form needs at least one income category to exist before you can log a gift.
Finance Dashboard
Section titled “Finance Dashboard”A separate dashboard just for money: income/expense/balance KPIs, a monthly chart, and a category breakdown chart — all converted into your church’s default currency so mixed-currency records still total correctly.
Multiple currencies
Section titled “Multiple currencies”If your church receives gifts or has expenses in more than one currency, set a default currency in Church Settings (and optionally per Location). Any transaction in a different currency needs an exchange rate so it can be converted and combined into your totals — rates are entered by hand as of the transaction’s date; there’s no automatic exchange-rate lookup. A church with no default currency set at all still works fine — totals just display as plain numbers instead of a currency amount.
Roadmap
Section titled “Roadmap”Automatic exchange-rate lookups, pledges or recurring-giving commitments, emailing a statement directly to a giver, and PDF export beyond your browser’s own print-to-PDF.