Connection Card Pro Help & Documentation

Last Updated: Jul 12, 2023 2:20 PM

Financial Overview 

Connection Card Pro’s Financial Overview gives you a quick view of your organization’s financial information. When all of your accounting is done in Connection Card Pro, including accepting donations and payments online through the giving platform included with your plan, these Financial charts will show an accurate picture of your finances at a glance.

From the menu:
Accounting > Financial Overview

Click on the Chart Options for the Year-To-Date view per various accounts/funds, or to see all. Choose from Bar or Line graph.

View the charts that break down Total Gifts, Donors, Income and Expense transactions in the last 12 months.

View Purpose Tags balances, Project Balances, Department Balances, Income Accounts at-a-glance, and Expense Accounts at-a-glance from this page.

To Print, Right click with your mouse and select Print.

If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
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