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Finance Tracker

Estimated reading time: 2 min

Congregate can quickly show your congregation’s contributions and income, expenses, and budget to leaders and members.

Adding a Financial Record

    1. To create a record, click “New” under Congregation Tools > Finance Tracker inside of Congregate Admin.
    2. Select the date for your record.
    3. Enter the dollar amount in the “Amount” field.
    4. Select a record type from the “Type” dropdown menu: Contribution (income), Expense, or Budget.
    5. Click “Add” to save your record. Click “Cancel” to cancel.

Managing Records

To add, edit, or remove records, click “Manage” under Congregation Tools > Finance Tracker inside of Congregate Admin. There you will find a list of all your records.

Click “New” to add a record.

To edit a record, simply click its type or edit icon.

To permanently remove a record, click its trashcan icon.

To bulk update records, check the checkboxes next to the applicable records and select the following from the “Checkbox Options” dropdown menu: delete. Then click “Apply.”

Displaying/Viewing the Finance Tracker

To display the finance tracker, select the members only page you wish to display your records on via the “Finance Tracker Page” selection dropdown on the “Options” page under Congregation Tools > Finance Tracker in Congregate Admin.

If you do not wish to show the finance tracker, simply select “None.”

Expense Categories

Congregate can help you better track expenses by placing records into optional expense categories.

To add, edit, or remove categories, click “Expense Categories” under Congregation Tools > Finance Tracker inside of Congregate Admin. There you will find a list of all your categories.

Click “New” to add a category. Enter the name of the category and click “Add.”

To edit a category, simply click its title or edit icon.

To permanently remove a category, click its trashcan icon.

To bulk update categories, check the checkboxes next to the applicable categories and select the following from the “Checkbox Options” dropdown menu: delete. Then click “Apply.”

Graphing and Exporting Records

You can select a date range to display a graph and itemized list of your data and save it to a CSV file.

    1. To view reports click “Graph/Export” under Congregation Tools > Finance Tracker inside of Congregate Admin.
    2. Select the date range for your report and click the “View” button to display your results on-screen. Optionally click the “Export to CSV” to save your data.

Options

Use the dropdown menu to select the page on which to display the finance tracker. If you do not wish to use the finance tracker, select “None” from the dropdown menu to disable it.

Select a display type in the “Display” dropdown menu: “Summary” (to show income, budget, and overall expenses) or “Detailed Listing” (to show income, budget, and expenses by category).

Enter a default date range for listing data in the “Default Display Date Range” field.

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