Managing Accounts and Transactions

Proper account and transaction management is the foundation of church financial health.

Creating Accounts:
1. Go to Accounting > Accounts
2. Click "Add Account"
3. Choose account type (Checking, Savings, Cash, Mobile Money, etc.)
4. Enter account name and opening balance
5. Add account number and bank details (optional)
6. Save

Recording Transactions:
1. Go to Accounting > Transactions
2. Click "Record Transaction"
3. Select type: Income or Expense
4. Choose the account
5. Enter amount, date, and description
6. Select category and fund (if applicable)
7. Attach receipt (optional)
8. Save

Transaction Types:
- Income: Tithes, Offerings, Donations, Event Fees, Other Income
- Expense: Utilities, Salaries, Supplies, Maintenance, Outreach

Importing Transactions:
- Upload CSV files for bulk entry
- Map CSV columns to system fields
- Preview before importing
- Undo import if needed

Best Practices:
- Record transactions weekly, not monthly
- Attach digital receipts for expenses
- Use consistent naming conventions
- Reconcile accounts at month-end