Help Topics / Accounting Screen / Getting Started with Accounting
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Getting Started with Accounting
Accounting features (including budgeting) are only included in the ChurchTrac Plus Plan.
The Accounting Screen allows you to record transactions from your checking, saving, credit card, or other bank accounts. You can also assign transactions to categories, track fund balances, and create budgets.
ChurchTrac's accounting features are designed to be an easy-to-use system using the single-entry (or cash basis) accounting method. You also have the ability to categorize and classify your transactions using categories and funds, as well as print checks, reconcile accounts, and generate reports. If you require more complex features like double-entry or invoicing, you may need to supplement ChurchTrac with another dedicated accounting application.
When you open the Accounting Screen, you'll see a list of bank or credit card accounts that you have created. Your current balance will also be displayed for each account. To open the Register for one of the listed accounts, just click on the account's name in the list.
The toolbar at the top of the Accounting Screen gives you quick access to the other Accounting features. From here you can access Reports, create Categories or Funds, set up Memorized Transactions, and configure your Budgets.