Opening balance

The money the church had before the first record in this app. It is added to the balance on the Summary and in reports.

Close the books

Lock every month up to and including the month you choose. Records in locked months cannot be added, edited, deleted or restored until you unlock them.

Inflow categories

Outflow categories

Recurring entries

Entries that repeat every month, such as rent or allowances. They are added automatically the next time an admin opens the app on or after the due day. You can edit or delete the generated records like any other.

Import records

Upload an Excel (.xlsx) or .csv file with the columns Date, Type (Inflow or Outflow), Category, Amount and Note. Optional columns: Group (must match an existing group) and OR No. New categories are added automatically, duplicates are skipped, and rows in locked months are skipped.

Backup

Download a copy of your data to keep somewhere safe. The backup file holds records, trash, groups, users, recurring entries and settings.

Groups

Groups are only visible to admins. Tick the people who belong to each group. A person can be in several groups. People who belong to a group only see the records of their group(s), and if they are in several groups they get a dropdown to choose which one to view. People who are in no group see everything, and admins always see everything. A monthly budget is optional for each group.

Add a group

Users

Admins can do everything. Editors can add entries (with receipts) and add categories, but cannot edit, delete or manage users. Viewers can only see records and reports. Use the exact Google email each person signs in with.

Add a user

Trash

Deleted records stay here for 30 days. Restore one to put it back in Records. After 30 days it is deleted for good, along with its receipt.

Activity log

Everything done in the app over the last 7 days. Older entries are cleared automatically.