Treasurers
Reconcile giving and close the month in one sitting
How to use ChurchManager's giving module to import bank transactions, match them to giving records, and produce donor statements.
Month-end reconciliation used to mean exporting from three places, cross-referencing in a spreadsheet, and hoping the numbers agreed. With ChurchManager, giving is posted at the source — whether cash, EFT, or card — and the bank import auto-matches, so reconciliation is a confirmation, not an investigation.
How giving flows in ChurchManager
- Record giving at the point of receipt — Cash envelopes, card swipes, and EFTs each have their own entry point.
- Import the bank statement — Upload your CSV or connect your bank directly.
- Auto-match — ChurchManager matches bank lines to giving records. Unmatched items surface for manual review.
- Close the month — Once everything matches, lock the period. Donor statements generate automatically.
Downloading donor statements
Go to Finances → Statements and select the period. Statements generate as PDFs, one per donor. You can email them directly from ChurchManager or download a bulk ZIP.