Search Transactions

You will inevitably need to look up a past transaction as you manage your church's finances. The Search tool in ChurchTrac makes this quick and easy.

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The Search page

The Search page will allow you to search for transactions by date, payee, category, fund, amount, tag, or a combination of any of these criteria. Click "Search" to see the matching transactions.

This feature can be helpful for tracking expenses for a category or fund, verifying checks written to a specific payee, or simply tracking expenses for a designated date range. If you have uploaded any documents to a transaction (i.e. the receipt, invoice, purchase order, etc.), those will appear also.

From this screen, you can also create a report of your results.