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 Help Topics / Giving & Online Giving / Creating Deposits

Creating Deposits

If you are tracking your expenses and income with ChurchTrac Accounting, you will need to create a deposit for a date for that money to reflect in your corresponding account in ChurchTrac. This guide shows you how to do that.


Do I need to create a deposit?

If you are using ChurchTrac Accounting and want the giving recorded from the Giving screen to be reflected on your account, you must create a deposit on the Giving screen. Deposits from Giving to Accounting do NOT happen automatically.

The Deposit button is NOT available if you are on the ChurchTrac Standard subscription.

Creating a deposit

  1. Select the date you wish to create a deposit for.
Church Accounting Deposits
  1. Select the "Actions" button below the list of deposit dates.
Giving Deposit
  1. In the Actions menu, select the "Create Deposit" option.
Giving Deposit
  1. Select the entries you would like to deposit and which account you would like to deposit them to.
Church Accounting Deposits
  1. Now that the deposit has been created, you will see the deposit transaction on the account you made that deposit to on the Accounting screen.
Church Accounting Deposits
  1. If you select that deposit transaction, you will see that the deposit shows the details from your giving summary.
Church Accounting Deposits

Why Create Deposits from Giving to Accounting?

We get asked this question almost daily! This will simplify your church accounting and save you a great deal of time. With just one click this process takes all of the information in the giving summary and creates a single transaction in Accounting with ALL of those details. This updates all of your accounting records (and budget).


PS. Churches that try to manually add giving details instead of using the simple "Create Deposit" button usually end up having Giving and Accounting records that do NOT match. Eventually have to reach out for help because everything is all messed up! Womp Womp...

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