Setup & Configuration

Before you start recording transactions, you need to configure your finance module. This section covers all the setup steps.

Recommended Setup Order

Follow this order when setting up your finance module for the first time:

Step	Feature	Purpose
1	Fiscal Years	Define your accounting periods
2	Chart of Accounts	Set up your account structure
3	Treasury Accounts	Configure bank and cash accounts
4	Ministry Funds	Create designated and restricted funds
5	Giving Categories	Categorize income types
6	Expense Categories	Categorize expense types
7	Budget Categories	Organize budget line items
8	Opening Balances	Enter starting balances

Accessing Setup & Configuration

In the sidebar, expand the Setup & Configuration sub-menu under the Stewardship section. Click the section label to expand/collapse the configuration items.

Tip: You can collapse the Setup & Configuration section in the sidebar once initial setup is complete, keeping your daily navigation clean.