How do I get money into my Funds?

One of the most common accounting questions we receive is how to have your funds in ChurchTrac display their proper balance. Here's how:

Before you begin

Your Accounting needs to be set up ahead of time. 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

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.