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

Charts & Trends

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