Getting Started with Accounting

The Accounting Screen allows you to record transactions from your checking, saving, credit card, or other bank accounts. You are able to manage both assets and liabilities with this feature. You can also assign transactions to categories, track fund balances, and create budgets.

ChurchTrac's accounting features are an easy-to-use system using the single-entry (or cash basis) accounting method. You have the ability to categorize and classify your transactions using categories and funds, as well as print checks, reconcile accounts, and generate reports.

Setting Up Accounting

You will need to set up your funds, categories, and accounts in order to use ChurchTrac Accounting. To get started setting things up, proceed to Setting Up Accounting ›

Additional Resources

Funds, Categories, and Accounts make up the heart of ChurchTrac Accounting. We have a downloadable Accounting Chart to give you a visualization on how these three things are connected in the software. We also have a great article that dives deeper into the basic terminology and examples of funds, categories, and accounts.

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