Record donations, expenses, and adjustments

Before you begin

You need permission to modify finances. Have the relevant account and transaction details available.

Steps

1. Choose Direct Donations, Expenses, or Adjustments in Finances according to the activity you are recording.

2. Use the creation action, select the applicable account, and enter the amount and required details.

3. Review the amount and category before saving. An adjustment is not a substitute for recording a known donation or expense.

4. Return to the account ledger and verify the saved entry. If removing an entry, review and confirm the deletion prompt.

What to expect

The transaction appears in the appropriate finance view and account activity.

Troubleshooting

When totals look unexpected, check the selected account, reporting filters, and duplicate entries before adding a correction.

Related guides

• Manage financial accounts
• Organize a fundraiser
• Review financial reports