# Giving & Finance

Four screens cover money: **Giving** (member-facing donation view), **Transactions**
(the full ledger), **Categories** (income/expense categories) and the **Finance Dashboard**
(KPIs and charts).

## Giving

Shows donations grouped by member for a selected year — total given, number of givers, and
number of gifts, with a per-member breakdown. Click a member to see their full **statement**
for the year, which you can print (e.g. for tax/donation receipt purposes) — it includes a
standard "no goods or services were provided" line.

Only transactions marked as **income** with a **member** attached count as a gift here;
undesignated income (cash offering not tied to a person, grants, etc.) is tracked in
Transactions but won't appear in Giving.

**+ New gift** / **+ Add a gift** opens a quick form: search for the member, enter the
amount, date, an optional location, currency, and method. If the currency doesn't match your
church's default, an **exchange rate** field appears so the total can still be combined
accurately.

## Transactions

The full income/expense ledger, usable for anything beyond individual giving — building
expenses, event costs, general offerings. A plain create/edit/delete list with category,
amount, currency, date, direction (income/expense) and notes.

## Categories

Define the income and expense categories your church uses (Tithe, Offering, Building Fund,
Utilities, etc.) — Giving's gift form needs at least one **income** category to exist before
you can log a gift.

## Finance Dashboard

A separate dashboard just for money: income/expense/balance KPIs, a monthly chart, and a
category breakdown chart — all converted into your church's default currency so
mixed-currency records still total correctly.

## Multiple currencies

If your church receives gifts or has expenses in more than one currency, set a
**default currency** in [Church Settings](#/church-settings) (and optionally per Location).
Any transaction in a different currency needs an **exchange rate** so it can be converted
and combined into your totals — rates are entered by hand as of the transaction's date;
there's no automatic exchange-rate lookup. A church with no default currency set at all
still works fine — totals just display as plain numbers instead of a currency amount.

## What's not built yet

Automatic exchange-rate lookups, pledges or recurring-giving commitments, emailing a
statement directly to a giver, and PDF export beyond your browser's own print-to-PDF.