To access the account register, click on the name of the account in the account list. From the register you can enter transactions, transfer money between accounts, print checks, reconcile accounts and more. The register works very much like your checkbook register: you enter payees, payments, deposits, and categories. ChurchTrac Online automatically calculates the account balance.
To create a new transaction, click on the "New Transaction" button at the bottom of the screen. For each transaction, you should enter a date, payee/description, transaction type, fund, and amount. The ref/check number, category, note and memo fields are optional. To assign a transaction to multiple categories or funds, click the "Add Another entry" option. Then assign the designated amount to each category and/or fund.