Record a Bank Deposit

  • Click on the TRANSACTIONS tab
  • Click on the NEW CREDIT TRANSACTION sub-tab
  • Select which FUND the deposit will be for
  • Enter a TRANSACTION NAME (i.e. Church Offerings, Kid’s Kompass Contribution, etc.)
  • The DATE will default to today’s date, but you can change it if you want.
  • Enter in the deposit AMOUNT.
  • Ensure that THIS IS A TRANSFER, TAXABLE EVENT and CLEARED are not checked
  • Click on SUBMIT