HomeFinance & AccountingTreasurer & Giving Reports

Treasurer & Giving Reports

Generate the board-ready financial summaries your treasurer needs each month.

Treasurer Report

  1. Go to Giving > Reports > Treasurer.
  2. Pick the period (month, quarter, or year).
  3. The report rolls up gifts by fund, shows budget variance, and lists refunds — formatted for a board or finance-committee meeting.
  4. Export to PDF or CSV for your minutes and records.

Other giving reports

  • Giving by donor / fund / date — Reports > Giving for ad-hoc breakdowns.
  • Year-end statements — see "Donations & Pledges" in Core Features for generating contributor tax statements.
  • QuickBooks export — see "QuickBooks Integration" in Integrations to push giving into your accounting software.

Who can see this: financial reports are gated to finance and owner roles. Account Managers assisting your church cannot view individual giving records — see "Your SteepleOS Account Manager."

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Still stuck?

Open the green Help button in the bottom-right corner — our support assistant can walk you through this step by step.

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