Finance Reports

Weekly, budget, and monthly income & expense reports for church leaders, each available on screen or as a PDF.

Open Finance and use the Reports menu, or the report cards on the Finance page. Reports require the View Financial Records or Manage Financial Records permission.

All reports use each transaction's Date Posted and your account's time zone. Each can be viewed on screen or downloaded as a PDF.

Weekly Report

A snapshot of one week compared with the previous week and the average of the four weeks before it.

• Income, Expenses, Net, and Givers totals.

• Income year-to-date compared with the total of your income budgets.

• Income by Category, Income by Method, and Expenses by Category tables.

Use the arrows or date picker to change weeks. Choose Monday – Sunday or Sunday – Saturday weeks, and click Make … the default to save your choice for the account.

Budget Summary

Progress against each category's budget for the selected year.

• Income Received compared with your income goals, Expenses Spent compared with your expense budgets, and the Net.

• Income Budgets and Expense Budgets tables showing the budget, the amount received or spent, what remains, and progress. Categories over budget are shown in red.

Only categories with a budget for the selected year appear. The PDF version is titled Budget Overview and is suitable for printing.

Income & Expense by Month

A month-by-month view of the year, January through December.

• Total Income, Total Expenses, and Net Income for the year.

• Income and expense tables with one row per category and a column for each month, plus a Net Income row.

The PDF prints in landscape.

Other Reports and Exports

• The Contributions and Expenses lists can be exported to Excel with any filters applied. See Recording Contributions & Expenses.

• Online Giving has its own Contribution Report and Payout (Deposit) Report. See Giving Reports.

• Year-end statements for members are covered in Contribution Statements.