Stewardship
The Stewardship module provides comprehensive financial management tools for your church -- from tracking donations and recording transactions to managing budgets and generating financial reports.
In This Section
Daily Operations
Financial dashboard with key metrics
Record and manage financial transactions
Manage member donations and recurring giving
Create and track ministry budgets
Generate balance sheets, income statements, and more
Setup & Configuration
Getting your finance module ready
Define your account structure
Configure bank and cash accounts
Set up designated and restricted funds
Define your accounting periods
Categorize income and donations
Categorize expenses
Organize budget line items
Enter starting balances when setting up
Who Can Access Stewardship?
Financial features are available to Church Administrators, Senior Pastors, Treasurers, Auditors, and Deacons/Elders with the finance:view permission. Auditors typically have read-only access.
Getting Started with Finance
If you're setting up the finance module for the first time, follow this recommended order:
Fiscal Years -- Define your accounting periods
Chart of Accounts -- Set up your account structure
Treasury Accounts -- Configure your bank/cash accounts
Ministry Funds -- Create designated funds
Categories -- Set up giving, expense, and budget categories
Opening Balances -- Enter starting balances
Start recording transactions!
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