Campaigns & Expenses
Fundraising Campaigns
Section titled “Fundraising Campaigns”Run targeted fundraising campaigns with goal tracking.
Creating a Campaign
Section titled “Creating a Campaign”- Go to Finance > Campaigns
- Click Create Campaign
- Set the campaign name, description, and fundraising goal
- Set start and end dates
- Share with your congregation
Tracking Progress
Section titled “Tracking Progress”Each campaign shows:
- Total raised vs. goal
- Progress percentage
- Number of donors
- Recent donations
Expenses
Section titled “Expenses”Track your church’s spending alongside income.
Logging an Expense
Section titled “Logging an Expense”- Go to Finance > Expenses
- Click Add Expense
- Enter the amount, category, date, and description
- Attach receipts if needed
- Save
Financial Overview
Section titled “Financial Overview”The Financial Overview tab in Finance gives you:
- Income vs. expenses chart
- Giving breakdown by fund
- Donation trends over time
- Year-over-year comparisons