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Finance

Track funds and record financial transactions.

Finance

The Finance module lets your organization track income and expenses across named funds. Access is restricted to Admins and users with the Finance Admin role.

Who Can Access Finance?

Role Access
Admin ✅ Full access
Finance Admin (custom role) ✅ Full access
Staff ❌ No access
Member ❌ No access

If you don't see Finance in the sidebar, your role doesn't include finance access. Contact your admin.

Opening Finance

Click Finance in the sidebar, or go to /finance.

The Finance Dashboard

At the top you'll see four summary cards for the currently selected month:

Card What it shows
Total Revenue Sum of all income transactions
Total Expenses Sum of all expense transactions
Net Position Revenue minus Expenses
Transactions Total number of transactions

Changing the Month

  • Click the month name to open a month/year picker.
  • Click This Month to jump back to today's month.

Transactions

The main table lists every transaction for the selected period.

Column Description
Date Transaction date
Title / Source Description or payee name
Category Type of income or expense
Fund Which fund this belongs to
Amount Green = income, Red = expense
Status Settled or Pending

Filtering Transactions

  • Fund filter — show only transactions for a specific fund.
  • Type filter — show only Income or only Expenses.

Exporting to CSV

Click Export CSV to download all transactions for the selected month as a spreadsheet.

Adding a Transaction

  1. Click Add Transaction.
  2. Choose Income or Expense using the toggle at the top.
  3. Fill in:
    • Date — when the transaction occurred
    • Amount — the dollar amount
    • Description — what this transaction is for
    • Fund — which fund to assign it to
    • Category — choose from the list (Tithe, Offering, Salary, Utilities, etc.)
    • Payee — for expenses, who was paid (free text or search a member)
    • Payment method — cash, check, card, ACH, etc.
    • Status — Settled or Pending
    • Notes — any additional notes (optional)
  4. Click Save.

Editing or Deleting a Transaction

  1. Find the transaction in the list.
  2. Click the edit icon (pencil) on the row.
  3. Make your changes and click Save.
  4. To delete, click the delete icon (trash) and confirm.

Managing Funds

Funds are budget buckets — e.g. "General Fund", "Building Fund", "Youth Ministry".

  1. Click Manage Funds (usually a button near the top of the finance page).
  2. See a list of existing funds with their assigned color.
  3. Click + New Fund to create one:
    • Enter a name
    • Choose a color for visual identification
    • Optionally set it as the default fund
  4. Click Save.

To edit or delete a fund, use the icons on its row.

Frequently Asked Questions

Why can't I see the Finance link? Your role doesn't include finance access. Ask your admin to assign the Finance Admin custom role to your account.

Can I recover a deleted transaction? No — deletion is permanent. Consider voiding transactions instead of deleting them to preserve your audit trail.

What does "Pending" status mean? The transaction has been recorded but not yet confirmed (e.g. a check that hasn't cleared yet). Change it to "Settled" once confirmed.

Can I see donations from a specific member? Use the payee/member search in the transaction filter, or export to CSV and filter in a spreadsheet.

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