Financial Administration: Income and Expenses

Use this page to see your current Financial Records for Income and Expenses at a glance!


From the left menu, go to
Financials > Income and Expenses

• Show Income and Expenses between Dates you need.
• Choose from drop-down menu what you wish to see (Income, Expenses, Income and Expenses, Active Pledges, All Pledges)
• Choose from the drop-down menu the account you wish to view from, along with option for All Accounts
• Choose from the drop-down menu the fund you wish to view from, along with option for All Funds.
• Click on the date bars for a calendar to pop-up for ease in entering date range
• Choose from the drop-down menu how you would like this information sorted (date, amount, account, fund, donor)
• Click “Apply” for up-to-date records