Accounting Dashboard Overview

System Admin June 18, 2026 152 views accounting
The accounting module provides comprehensive financial management for your church.

Accounting Dashboard:
The main dashboard shows:
- Current balance across all accounts
- Recent transactions
- Income vs. Expenses summary
- Budget overview
- Upcoming bills/payees

Key Sections:

1. Accounts — Manage bank accounts, cash accounts, and payment wallets
2. Transactions — Record all income and expenses
3. Funds — Track designated funds (Building Fund, Missions, etc.)
4. Budgets — Create and manage annual budgets
5. Categories — Organize income and expense categories
6. Payees — Manage vendors, staff, and payment recipients

Getting Started:
1. Set up your chart of accounts first
2. Add income/expense categories
3. Create funds for designated giving
4. Start recording transactions
5. Review financial reports monthly

Pro Tip: Reconcile your accounts monthly to ensure accuracy.
Tags
accounting finance dashboard overview financial management
Was this article helpful?
Still need help?

Our support team is here for you

Contact Support