Overview
The Giving area (Finance → Giving) is where treasurers and authorised users record donations. Examples use demo amounts and fictional donors only.
Recording a donation
- Go to Finance → Giving.
- Click Add Donation or use the quick entry form.
- Select the donor — for example, "Jane Demo".
- Enter the amount, date and fund (e.g. General Fund).
- Choose the payment method (cash, cheque, bank transfer, etc.).
- Click Save.
Funds
Funds let you track giving for different purposes — General Fund, Building Fund, Mission, and so on. Your church administrator sets these up in Settings.
Importing from your bank
If your church uses bank import, go to Finance → Import from bank to upload a statement file and match transactions to members. This feature is available to treasurers and administrators.
Viewing giving history
The Giving list shows all recorded donations. Use filters to search by date, donor or fund. Finance Reports provides summary views for treasurers.