Organize finances
your way
Create income and expense categories that match how your church operates. Start with church-specific templates, customize to your needs, and generate powerful category reports.
Total Income
$284,520
+12%
Expenses
$198,340
-5%
Net
$86,180
+18%
New Donation
+$250 received
Features
Flexible Category Management
A chart of accounts designed for churches
Income & Expense Categories
Create categories for every type of income and expense. Tithes, offerings, utilities, salaries, and any custom category.
Hierarchical Structure
Organize categories into parent-child relationships. Group related expenses under broader categories.
Category Types
Designate categories as income, expense, asset, liability, or equity. Proper accounting structure built in.
Customizable Names
Name categories to match your church terminology. Use the labels your team already understands.
Category Reports
Generate reports by category. See spending and income for each category over any time period.
Drag-and-Drop Order
Arrange categories in the order that makes sense. Drag to reorder and keep things organized.
Color Coding
Assign colors to categories for visual organization. Quickly identify category types in reports.
Quick Search
Find any category instantly. Search by name or code when recording transactions.
Church Templates
Start with a church-specific template. Common categories pre-configured for quick setup.
Category Codes
Optional account codes for each category. Match external accounting systems if needed.
Budget Integration
Categories connect directly to budgets. Budget by category for accurate spending control.
Archive Categories
Archive old categories without deleting history. Keep records clean while preserving data.
Use Cases
Real-world applications
Initial Setup
Start with a church template and customize. Add, rename, and reorganize categories to match your church structure.
Ministry Tracking
Create categories for each ministry. Track youth ministry, worship, outreach, and admin expenses separately.
Detailed Expense Tracking
Break down expenses into detailed categories. Utilities, supplies, maintenance — see exactly where money goes.
Income Analysis
Categorize income sources. Tithes, designated giving, facility rental, and other income tracked separately.
FAQ
Frequently Asked Questions
Everything you need to know about this feature
Can I use a standard church chart of accounts?
Yes! Start with our church-specific template that includes common categories like Tithes, Offerings, Salaries, Utilities, and Ministry expenses. Customize as needed.
How do I create sub-categories?
Create hierarchical structures by setting a parent category. For example, "Youth Ministry" and "Worship Ministry" can be sub-categories under "Ministry Programs."
What happens if I delete a category?
You can't delete categories with transactions. Instead, archive old categories to hide them from dropdowns while preserving historical data and reports.
Can I add account numbers?
Yes! Add optional account codes/numbers to each category to match your existing chart of accounts or external accounting system requirements.
Still have questions?
Contact our support team