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Custom Collections
Collections are how you categorize what the money is for. This is required setup and drives reporting.
Why this is a must-have
- Clarity: every dollar is tied to a purpose — no messy “misc” totals.
- Accountability: leadership can see totals per fund/campaign/event instantly.
- Reporting: every report becomes meaningful because collections define the story.
Examples (for any organization type)
Church / Faith Group
- Sunday Offering
- Building Fund
- Special Appeal
- Missions
Nonprofit / Club
- Annual Campaign
- Event Donations
- Membership Dues
- Scholarship Fund
Business / Services
- Service Type A
- Service Type B
- Invoices Paid
- Deposits
Value you get immediately
- You stop guessing totals — collections give you totals by purpose instantly.
- Reports become “board-ready” because the categories already match your organization.
- Year-to-year comparisons become possible because categories stay consistent.