The Giving Dashboard shows key metrics and charts for a selected date range. By default it shows data from the start of the current church year through today.

Key metric cards show: Total Amount, Number of Gifts, Average Gift, Unique Donors, and Year-over-Year Change compared to the same period in the prior year.

Charts include a time series of giving amounts, a breakdown of giving by fund, giving by payment method, and top donors.

Click Filters to open the filter panel, where you can set a custom date range, filter by specific funds or payment methods, filter by donor, and set a minimum or maximum gift amount. Click Apply to update the dashboard. Click Reset to return to the default view.

Go to the Add Transactions page to enter a new donation. Fill in the following:

• Person — Search for the donor by name. Check Anonymous to record a donation without attaching it to a person. Checking Anonymous disables the person field.
• Amount and Fund — Enter the donation amount and select which fund it goes to. Click Add Fund to split the donation across multiple funds. Each split has its own amount and fund selection. Remove a split with the remove button that appears when more than one split exists.
• Method — How the donation was received: Cash, Check, Credit Card, Debit Card, or Other.
• Donation Date — Defaults to today. Change this to reflect the actual date of the gift.
• Note — Optional. Click Add Note to expand the note field.
• Batch — Select an open batch from the dropdown to add the transaction to, or leave it at the default to create a new batch automatically. The batch's running total and transaction count are shown below the dropdown.

Click Add Transaction to save. You will remain on the page to enter the next donation.

Batches group transactions together, typically representing one offering collection or deposit. Transactions are added to open batches. When a batch is ready for deposit, you close it.

The Batches list shows all batches with their name, creation date, deposit date, transaction count, total amount, and status (Open or Closed). Click any batch to open its detail page, which shows all transactions in that batch.

Search and sort the batches list by clicking any column header. The list supports real-time search across name, notes, date, and amount.

To close a batch, open the batch detail page or use the Close Batch option on the Add Transactions page. Enter a name for the batch and optional notes, then click Close Batch.

Closing a batch is permanent — closed batches cannot be reopened. Transactions in a closed batch become read-only. If you need to add more transactions after closing, start a new batch.

Funds define where a donation goes (for example, General Fund, Missions, Building Fund). The Funds tab in the Giving module shows all funds with their name, fund number, tax deductibility, and reportability.

Click any fund to open its edit modal, or click Add Fund to create a new one. Each fund has:

• Fund Name — Required.
• Fund Number — Optional accounting code.
• Tax Deductible — Whether gifts to this fund qualify for tax deductions.
• Reportable — Whether this fund appears in financial statements and giving reports.

The General Fund is always tax-deductible and reportable and those settings cannot be changed. Funds with existing transactions cannot be deleted — they must be kept for historical accuracy.