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Features
Database & Church AdminPeople, families and groupsChurch AccountingEasiest fund accountingWorship & SchedulingPlan services and volunteersChurch GivingTrack donations and statementsOnline GivingCard, ACH and text-to-giveChurch Website BuilderBuild your site quicklyChurch Email BuilderSend newsletters freeChurch TextingReach everyone easilyChurch Connect AppNative Mobile AppsEvents & RegistrationsCalendars, forms and paymentsChild Check-InSecure check-in with name tagsChurch AutomationsFollow-up and processes
See all features
SolutionsFor Church PlantsFor Small ChurchesFor Mid-Size ChurchesFor Church BookkeepingFor Church AdminsSee all solutions
How We CompareChurchTrac vs Planning CenterChurchTrac vs Tithe.lyChurchTrac vs BreezeChurchTrac vs QuickBooksChurchTrac vs AplosSee all comparisons
Resources
Learn & Get Help
Help CenterGet answers from our teamRead the BlogNews, tips and ministry ideasWatch Our VideosTutorials, demos and streamsWhy Churches Choose UsSee what makes ChurchTrac different
User GuidesGetting StartedAccounting & BudgetsPeople & FamiliesWorship & Scheduling
Pricing
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 Help Topics/Accounting & Budgets

Accounting & Budgets

Getting Started With Accounting
Overview of accounting and additional resources to get started
ChurchTrac Limited Accounting Setup Service (CLASS)
An overview of the Accounting Concierge Service
Setting Up Accounting
How to setup ChurchTrac Accounting from start to finish
Switching from QuickBooks
Switching from QuickBooks to ChurchTrac Accounting
Importing Transactions in Accounting
Import transactions from your bank or financial institution
Bank Link
Connect and sync transactions from your bank to ChurchTrac
Using the Register
Using the register to enter transactions, transfer money, etc...
Should You Move Money Between Categories?
Should you move money between categories in ChurchTrac
Saved Payees (Memorized Transactions)
Quickly insert a saved payee into the transaction register
Creating Liability Accounts
This article shows how using a credit card as an example
Tracking Mortgage Payments and Balance
How to track Mortgage Payments in ChurchTrac
Search Accounting Transactions
Search for transactions by date, payee, category, fund, etc...
Accounting Reports
Learn how to print, export, and use accounting reports
Accounting Budgets
Create individual ministry budgets or church wide budgets
Accounting FAQs
Commonly asked questions regarding ChurchTrac Accounting
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