First, go to Reports & Graphs / Financial Summary. Then:
- Decide what information you want to track.
- Decide the dates you want to include in the report.
- Choose your method of recording the above information.
Use the “Dates” boxes to move back a month, a quarter, a year, multiple years, recording how the totals you are tracking have changed. You may find that things have pretty much stayed the same, or that your bank balances are slowly growing or declining.
It is just information, but information can be really useful, or just interesting.
Click here for more topics related to Reports
The original version of this page was provided to Jewel by the Georgia-Cumberland Conference Audit Team. Created by Linda McCabe.