Finance App

The Finance App provides dedicated financial management tools for churches using the 1st Flock platform. Manage multiple funds, track income and expenses, integrate with your bank accounts, and generate comprehensive financial reports.

Requirements

• Permission: Finance Admin access required
• Subscription: Finance subscription tier active
• Setup: Basic configuration of funds and bank accounts

Key Features

Bank Integration: Connect your bank accounts via Plaid and automatically import transactions with 24-month history. Manually add and manage transactions for cash and other non-bank income sources.

Fund Management: Create and organize funds (General, Building, Missions, Worship, Youth, Outreach, and custom funds). Assign transactions to funds automatically using allocation rules or manually split income and expenses across multiple funds.

Automatic Rules: Set up rules to automatically allocate transactions based on payment descriptions or Plaid categories. Define fund priorities and apply rules retroactively to past unallocated transactions.

Donation Integration: Track all donations from your payment processor in one place. Record donations from card and ACH payments, refund donations (full or partial), and monitor donation trends.

Reporting: Generate detailed reports on transactions, fund summaries, and donations. Export to CSV, PDF, or QuickBooks format. Track metrics over custom time periods.

Navigation

The Finance App sidebar provides quick access to:

• Dashboard — Overview of balances, recent activity, and trends
• Ledger — Bank-connected or manual transaction entry
• Funds — Create and manage funds, view allocations
• Rules — Automatic allocation rules engine
• Transactions — Donation transactions from payment processor
• Reports — Generate and export financial reports
• Tax Settings — Configure tax-related options
• Settings — App configuration and preferences

Getting Started

1. Start on the Dashboard to understand your current financial position
2. Configure your funds in the Funds page
3. Connect your bank account in the Ledger page (or use manual entry)
4. Set up automatic allocation rules in the Rules page
5. Monitor donations in the Transactions page
6. Generate reports on the Reports page as needed