Nations + Add Nation

Projects + Add Project

Sub-Projects + Add Sub-Project

Ledger Export CSV

Donors Export CSV

Every donation imported from Payrexx or the Donation Tracker, grouped by donor — look up someone's giving history at a glance.

Upload receipts

Pick the project first, then select one or more receipt photos — you'll review each one (with an auto-filled guess for vendor/amount from the photo) before it's saved.

Receipts awaiting approval

Submitted via the external upload link — nothing here counts toward the ledger/budgets until approved.

Recent receipts

Add a budget line

Upload a budget spreadsheet

CSV with columns: Date, Project Name, Sub-Project, Description, Account From, Amount USD, Category (Sub-Project, Account From, and Category can all be left blank). Project names must match an existing project exactly (case doesn't matter) — rows for a project that doesn't exist yet are skipped and listed below. Category must match an existing Receipt Category name (Settings) exactly (case doesn't matter) — an unrecognized category name is just left blank on that row rather than skipping it.

All budget line items

Import a CSV

Import History Fix Date Formats

One entry per file you've imported. Uploaded the wrong file? Remove it here — this only deletes the rows that came from that one file, nothing else — then re-upload the corrected one above. "Fix Date Formats" repairs older rows imported before dates were auto-converted to a consistent format (they'd show a blank date when you tried to edit them).

Bulk Cleanup (imports made before Import History existed)

An import from before Import History above won't have a "Remove this import" entry. Use this instead — it deletes every ledger transaction from one source at once, so you can re-upload it cleanly (e.g. after fixing a bank account's CSV format in Settings). Covers Bank Statement and Donation Tracker imports; Payrexx donations aren't posted to the ledger so there's nothing there to clean up.

Record cash received

For money that never touches a bank statement or Payrexx — an offering, hand-to-hand giving, a cash gift in the field. This posts straight to the ledger as real income (unlike Payrexx/Donation Tracker imports, which wait for the bank deposit) since the cash itself is the confirmed event. One thing to watch: if this cash later gets deposited into a bank account, that deposit will also appear in a future bank statement import — when you categorize it, mark it as a transfer/skip it rather than a fresh donation, so it isn't counted twice.

Categorize uncategorized transactions Apply Designation Rules to All

Instantly categorizes (and posts) every Donation Tracker item below whose Designation matches a rule set up in Settings > Donation Designations — for anything already imported before you defined the rules.

Exchange rates (relative to USD) Refresh Live Rates

Chart of Accounts + Add GL Code

Receipt Categories + Add Category

Shown as the "Category" dropdown when uploading a receipt — each one posts to a specific GL code.

Bank Accounts + Add Bank Account

Each one becomes a "Bank Statement — {name}" option in the Import tab.

Donation Designations + Add Designation

Donors already write a category into the Donation Tracker's "Designation" column (e.g. "Youth Outreaches"). Map each one to a Project (and GL code, optional) here, and future imports matching it post straight in as income — no manual categorizing needed.

Dashboard Labels

Rename the titles shown on the Dashboard stat cards.

Users