Overview
Manage giving, spending, and target tracking from one grouped finance section.
Finances groups the three main money workflows in Holy Resource:
- Donations for incoming gifts and donor-facing giving setup
- Expenses for outgoing spend, budgets, and approvals
- Goals for donation-linked financial targets
Taken together, these pages give churches one place to track what came in, what went out, and what the church is trying to reach. That makes the section useful for both daily bookkeeping and higher-level leadership review.
In This Section
Donations
Record gifts, manage recurring giving, and operate public giving flows.
Expenses
Track spend, budget awareness, recurring expenses, and approval workflows.
Goals
Monitor donation-linked targets and progress without manual recalculation.
How these pages fit together
Donations tracks money coming in, Expenses tracks money going out, and Goals helps leaders measure progress against giving targets tied to real donation records.
What Teams Usually Do Here
- Record gifts and review donor activity.
- Track purchases, reimbursements, and recurring spending.
- Compare financial movement against ministry goals or campaigns.
- Check whether finance data is organized well enough for reporting, receipts, and board review.
A Simple Way To Think About The Section
- Donations answers: what money did we receive?
- Expenses answers: what money did we spend?
- Goals answers: how close are we to the targets we care about?
When these three areas are kept healthy, finance conversations become much easier. Leaders can talk about actual progress instead of trying to reconcile numbers from separate spreadsheets.
Recommended Setup Order
- Configure the main donation categories and finance defaults.
- Decide how expenses should be categorized, approved, and reviewed.
- Add goals only after donation categories are clear enough to measure reliably.
- Review permissions so finance-sensitive actions stay limited to the right people.
Common Weekly Uses
- Finance staff checking what was received this week.
- Ministry leaders confirming whether a purchase is within budget.
- Admins reviewing which expenses still need approval.
- Leadership checking progress toward a campaign or giving goal.
Questions This Section Helps Answer
- What did the church receive?
- What did the church spend?
- Are there approvals or follow-ups still pending?
- Which categories are carrying the most activity?
- Are we moving toward our target or drifting away from it?
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