Finances
The money-out side of your church's books — record expenses with receipts and set opening balances (Community and Growth), watch real fund balances, and pull a board-ready report. For admins.
Tracking expenses
How the Finances page works — recording an expense with a snapped receipt, the curated categories, tagging a fund, the AI receipt scan on paid plans, filtering the expense ledger, and fixing or deleting an entry.
Fund balances and opening balances
How Psalmly computes each fund's real balance — opening balance plus everything given minus what you've spent — why setting opening balances on day one matters, the as-of date, the Unassigned bucket, and why a negative balance isn't an error.
The board report and exports
Pulling a board-ready PDF for the monthly business meeting — choosing the reporting period, what the report contains, how it differs from a giver's tax statement, and exporting your expenses as a CSV for your treasurer.