How Do I Get Money Into My Funds?
One of the most common questions we receive is how to have your church funds display their proper balance in ChurchTrac Accounting. This article covers how to do this.
Before You Begin
Your church accounting needs to be set up ahead of time in ChurchTrac. This includes creating your funds, categories, and accounts. Read our Setting Up Accounting article to learn how to do this.
Step 1: Edit Beginning Balance Transaction
Enter detailed line items choosing the correct Category and Fund.
Step 2: Save the Transaction
After you've edited the line items, select the "Close" button to save the transaction.
Step 3: Verify Your Fund Balance
Verify your Fund balances in your Fund Summary. Funds are automatically updated with each transaction in your accounting register based on the fund associated with the default category. There is no need to repeat this process again in ChurchTrac.
