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The Finances section holds what each household has committed for the year, what has actually come in, and every contribution your congregation has recorded.

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Who can see it

Finances is restricted, and if you cannot see it in the sidebar, that is your role rather than a fault. See Roles and permissions.

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The three pages

Dues is your year at a glance: every household, what it committed, what has come in, and what is still outstanding. Donations is the full contributions ledger: every payment recorded, whatever it was for. To file is where payments arrive that do not yet have enough information to be recorded properly. When something is waiting, a number appears next to it in the sidebar.
The Dues page showing the fiscal year, totals, and each household's commitment and status

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How the pieces fit together

A commitment is what a household has said it will give for a dues year. A contribution is money that actually arrived. Linking a contribution to a commitment is what moves a household from Unpaid toward Paid. A contribution does not have to be linked to dues. A donation to the building fund is a contribution linked to a fund instead. So there are two questions the system answers separately: what has been promised, and what has been received. Keeping them apart is what lets you see who is behind.

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Where to start

Choose your dues model

Fixed, Fair Share, Tiered, or voluntary pledges.

Understand dues years

When your year starts, and what a year is called.

Set commitments

Record what each household has pledged.

Record a payment

Enter money as it comes in.

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Exporting

The dues page exports the year you are looking at, and lets you choose which columns to include. Households with no commitment are included, so the export matches the page. Financial exports use their own permission, so Financial Admin can export financial data even though that role cannot export the membership directory.