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 Help Topics / Accounting & Budgets / Accounting Reports

Accounting Reports

One of the most important aspects of managing church finances is generating reports. Below is an overview of using the church accounting reports in ChurchTrac. These reports are all found on the Accounting screen.

  • Accessing Reports
  • Printing and Exporting
  • Report Options
  • Popular Accounting Reports

Accessing Reports

There are 4 sections of ChurchTrac Accounting where you can access various reports:

  • Reports Tab: Includes general reports, category and fund reports, and register and payee reports.
  • Payees Tab: Generates a list of all your church's payees.
  • Search Tab: For generating one-off transaction reports that meet a specific criteria.
  • Budgets Tab: Accounting reports relating specifically to church budgets.

Reports Tab

From the Accounting screen, select the "Reports" Tab. This is where you will find popular reports like an Income Statement, Balance Sheet, and other various Category and Fund reports.

Main Accounting Reports in ChurchTrac

Payees Tab

From the Accounting screen, select the "Payees" Tab. Here you can generate a Payee Report or download a CSV for exporting. Learn more about Payees ›

Payees Accounting Reports in ChurchTrac

Search Tab

From the Accounting screen, select the "Search" Tab. Here you can generate a report of transactions that meet specific criteria of your choosing. Learn more about Accounting Search ›

Search Accounting Report in ChurchTrac

Budgets Tab

From the Accounting screen, select the "Budgets" Tab and choose your desired budget. Then, select the "Actions" button. This will give you access to church budget reports including a simple yearly budget, budget vs actual, monthly budget analysis, and a budget comparison. Learn more about Budgets ›

Church Budget Reports in ChurchTrac

Printing and Exporting

You can generate any church accounting report within seconds. This will initially display the report in your browser. From that screen, you can view your report in a PDF format or export it as a CSV file.

Exporting Church Bookkeeping Reports in ChurchTrac

Most reports can be downloaded as a CSV file, putting the report in the form of a spreadsheet. This file can be edited, meaning you can arrange the data any way you like. It also means you can combine files or add/remove data yourself. Essentially, you can create customized reports this way.

Report not generating or exporting? Be sure to check your browser settings or configurations for pop-up blockers. You may need to grant ChurchTrac permission to open new pages or download files.
Automate Church Financial Reports

Watch our Pro Tip video on how to generate these reports automatically and get them into the right person's hands

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Report Options

Once you generate the report, you can customize its appearance by selecting the cogwheel in the top right corner of the report screen.

Church Directory Reports

This will open additional report options where you can adjust various settings.

  • Report Title – Customize the title displayed at the top of your report.
  • Row Size – Choose between normal or condensed row spacing.
  • Stripe Color – Adjust the alternating row color for better readability.
  • Font Color – Change the text color to match your preferences.
  • Font Size – Select the desired text size for the report.
Church Directory Reports
Likewise, you can customize the Giving Reports in the Giving screen. Note that Contribution Statements have specific customization options available in "Report Settings" under the Settings screen. Learn more ›

Popular Accounting Reports

The most popular accounting reports in ChurchTrac are the Balance Sheet, Income Statement, and the Budget vs Actual reports. Here is a brief explanation of each:

Balance Sheet

Found on the Reports tab, the Balance Sheet lists all your Accounts as Assets and Liabilities as created on your main Accounting Screen page. It shows the value/balance on the selected End Date, broken down by Funds within the columns. All transactions from the Beginning Balance of each Account are included, so there is no selectable Start Date.

If you are coming from another accounting program such as QB or Aplos, note that this report lists your actual accounts (like bank account and credit card accounts) as well as your fund breakdown of those accounts.

Income Statement

Found on the Reports tab, the Income Statement summarizes the Income Categories, Expense Categories, and resulting net income or loss of the church over a specific period. This statement provides a clear view of the church's financial performance, helping church leadership make informed decisions about budgeting, stewardship, and resource allocation.

If you are switching from another double-entry accounting program such as QB, you will notice that ChurchTrac does NOT have a Profit Loss Statement. This is because, in Fund accounting, the Income Statement is a direct comparison that displays similar information.

Budget vs Actual

Shows the amount spent or received compared to the budgeted amount. This report also gives you the option to display a projected amount based on historical trends. This report is only found in the Budgets tab.

Learn more about Budgets in ChurchTrac ›

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