Treasury Overview

The Treasury Overview is your financial dashboard -- a central hub that provides an at-a-glance view of your church's financial health.

Accessing Treasury Overview

Navigate to Stewardship > Treasury Overview in the sidebar.

Dashboard Features

Financial Summary

Key financial metrics displayed prominently:

  • Total Assets -- Combined value across all treasury accounts

  • Monthly Income -- Total income for the current month

  • Monthly Expenses -- Total expenses for the current month

  • Net Position -- Income minus expenses (surplus or deficit)

Treasury Accounts

A summary of all your church's financial accounts:

  • Bank accounts with current balances

  • Cash accounts with current balances

  • Total across all accounts

Recent Transactions

A list of the most recent financial transactions, showing:

  • Transaction date

  • Description

  • Amount

  • Account

  • Category

Quick Actions

Shortcuts to common financial tasks:

  • Record a new transaction

  • Record a donation

  • View reports

  • Manage budgets

Visual representations of financial data:

  • Income vs. Expenses -- Monthly comparison chart

  • Income by Category -- Breakdown of where money comes from

  • Expense by Category -- Breakdown of where money goes

  • Trend Lines -- Month-over-month financial trends

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