SteepleOS includes simple, plain-language finance tools so a small church can track its money and produce reports without QuickBooks. It's built for clarity, not for accountants — no debits, credits, or ledger jargon.
Logging an Expense
- Go to Expenses in the sidebar (under Finance).
- Click Log Expense.
- Enter the amount, pick a category (Utilities, Salaries, Missions, etc.), choose the fund it came from, add the payee and a note, and save.
- Your expense list is filterable by fund, category, date range, or payee, with a running total at the top.
Categories come pre-loaded with sensible defaults the first time you open the page — you don't have to set anything up.
Financial Overview (where the money went)
Go to Financial Overview to see your whole financial picture at a glance:
- Income, Expenses, and Net for the year (with a year selector).
- Fund balances — money in (donations) minus money out (expenses) for every fund.
- A "where the money went" breakdown showing each spending category as a share of the total.
- A Print button for board meetings.
This is the report most treasurers and boards ask for, and it builds itself from your giving and expense data automatically.