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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.