Getting Started
You only need three things to use Contribution Recording: Contributors, Collections, and a Collection Year.
Good news: once these three items are set up, you can immediately record contributions and run reports.
1
Set Your Collection Year
The collection year tells the system what year you’re recording for and how reports are grouped.
- Defines reporting year totals
- Keeps data organized by year
- Typically set once per year
Tip: if you are starting mid-year, you can still set the year and begin immediately.
2
Create Your Collections
Collections describe why money is received (funds, events, campaigns, services, dues, and more).
Common examples
Church / Faith Group
Offerings, Funds, Appeals
Nonprofit / Club
Campaigns, Dues, Events
Business / Services
Services, Fees, Programs, Products
Tip: if you know where the money should go, you know how to create collections.
3
Add Contributors
Contributors describe who money comes from. A contributor is required for every contribution.
- Individuals
- Families
- Businesses / Organizations
- Placeholder entries (ex: “Anonymous”, “Cash Offering”)
Tip: create one placeholder contributor (ex: “Anonymous”) for pooled or cash-only entries.
Ready to set it up?
Start your free trial to set your year, create collections, add contributors, and record contributions.
Quick videos inside the app:
After you create your account, each main page includes a short “Watch how this works” link to guide you through that screen.