Software Update: Bank Sync

We are excited to announce the release of Bank Sync.

Long story short: Bank Sync enables you to connect and sync transactions from your church bank account to ChurchTrac.

Keep reading to learn more about it...

What Is Bank Sync?

Bank Sync enables you to connect your church bank account(s) to an account in ChurchTrac. Once connected, you can sync transactions from your bank to a specific account in ChurchTrac.

Bank Sync + Import Rules

Along with the ability to sync your accounts to ChurchTrac, we've also added the ability to create import rules (also known as banking rules). After all, what good would a feature like this be if you couldn't automate things and save time?

Just an FYI, these banking import rules work for regular bank imports too. Can I get an AMEN?

Church Bookkeeping: More Simplified

Bank Sync eliminates the need to add transactions manually or import your monthly bank statements. Use Bank Sync to add transactions from multiple account types such as...

• Checking Accounts
• Savings Accounts
• Credit Cards
• Building Loans or a Mortgage
• Money Market Accounts

How to Get Started with Bank Sync?

To use BankSync, select the "Link Accounts" button in the Accounting screen. Here you have the option to select the account(s) you wish to add.

*Churches on an older plan will need to upgrade their ChurchTrac subscription to the newest Plus plan to have access the Bank Sync (and dozens of other features they've been missing out on).

Upgrade to ChurchTrac Plus

BankSync is only available on ChurchTrac Plus. Upgrade to ChurchTrac Plus to enjoy all of our amazing Church Accounting Software features that give you the ability to...

• Track church funds
• Manage your ministry expenses
• Create a church budget
• Print checks and more

ChurchTrac Plus isn't just about accounting. It also includes worship planning and volunteer scheduling. You can upgrade today within the application.

Happy Syncing!