To keep your church's finances organized, you need a way to track what your donations are for. In EvangelOS, we call these Funds.
Setting up your funds (e.g., "General Fund," "Building Fund," "Missions") is a critical first step. It ensures that when you enter a batch of checks or when someone gives online, you can designate every dollar to the correct "bucket." This keeps your bookkeeping accurate and your member's giving statements clear and correct.
You can find all your financial tools, including Fund Management, in the main Financial Management section.
Navigate to "Financial Management" from the main navigation menu on the left.
On this page, you will see a tab or section for "Funds."
On the "Funds" page, you will see a list of all your current funds. To add a new one:
Click the "Create New Fund" button.
A form will ask you to fill in the details:
Fund Name: The public-facing name for the fund. Make this simple and clear (e.g., "General Fund," "Missions," "Youth Camp").
Fund Code (Optional): If your bookkeeping uses codes, you can enter one here.
Make this Fund Public: Check this box if you want this fund to be an option for your members to give to on your public online giving page.
Click "Save," and your new fund is active and ready to be used.
You can return to this page at any time to edit the name of a fund or to deactivate a fund that is no longer in use (e.g., a completed building campaign).
Now that your giving funds are set up, you'll want to connect your bookkeeping software. Our next guide, "Connecting to QuickBooks Online," will show you how to sync your financial data automatically.