Church Treasurer Software
Church treasurer software brings donation records, budgets and financial reports into a practical workflow for small churches. ChurchBooks3 is online church bookkeeping software with integrated member management tools, giving treasurers access to church records through a web browser. Choose the plan that covers your responsibilities, from recording weekly offerings to reviewing ledger transactions and budget reports.
Bookkeeping tools
Annual Budget
Create and manage the church's annual budget. Compare budget vs. actual spending in real time. Budget reports help your finance committee review planned spending alongside the church's recorded activity.
Tax Statements
Generate year-end donation statements for all members. Email or print in batch. Use church letterhead and recorded giving history when preparing individual and family contribution reports.
Financial Statements
Income and expense reports, balance sheets, and fund summaries ready to present to the board. Review financial summaries alongside donation records when presenting the church's finances to leaders.
Data Backup
Make encrypted backups of all financial data. Easy restoration in any emergency. Church administrators can also export a full backup of the church's records for safekeeping.
Audit Trail
Complete record of all transactions. Makes financial reviews and annual audits straightforward. Use transaction history with financial reports and your church's own review procedures.
Dedicated Treasurer Role
The treasurer gets exclusive access to financial functions without access to HR data. Assign appropriate access when a new treasurer takes over the church's existing financial records.
Reading a church balance sheet
Video: reading a church balance sheet (recorded in ChurchBooks3 Desktop).
Frequently Asked Questions
What reports does a church treasurer need each month?
Depending on the plan, reports include income and expense reports, balance sheets, fund summaries, donation reports and actual-versus-budget comparisons. Use the reports that fit your monthly review of giving, spending and the church budget. Available reports vary by plan.
Can I give a new treasurer access easily?
ChurchBooks3 provides role-based access, including a treasurer role, so your church administrator can assign access appropriate to the incoming treasurer's responsibilities. Because the application runs in a web browser and keeps church records within the church's account, a change of treasurer does not require moving the books to a new desktop installation. Review user permissions during the handover and follow your church's procedures for access to financial records rather than sharing another person's sign-in.
Is there an audit trail?
The transaction register and history keep a record of financial activity for your reviews. Check transactions alongside statements and fund summaries, and keep the supporting documents and review procedures your church needs. The software helps organize records but does not replace an independent audit.
Which plan includes treasurer tools?
All plans include donation records and giving statements, while Silver and above add the ledger, chart of accounts, check printing and budget tools used for fuller bookkeeping responsibilities. Gold and Platinum add payroll and Givelify donation import and reconciliation, with additional reports and exports available according to the plan. Review the current pricing page for the tools your treasurer needs, or start the free 30-day trial of Gold features before choosing the church's ongoing subscription.