You will need the Full Write Accounting permission to perform these actions.
Go to Accounting > Entry in the left-hand menu and click + Add New to open the Add Register Entry window.
With all entries, select the desired account in the Register dropdown. Because we are recording a deposit, this will be an Asset account that represents a bank account, investment account, or cash on hand that this transaction was received into.
How to categorize a general deposit or income.
Select an income account and fund.
In the Line Items section, use the Account/Fund selector to choose an income account. This should represent how you received the funds. For most organizations, this indicates the funds were received from donations. Example: 4000 - Contributions Income
Once the income account is chosen, select the fund the income should be attributed to.
Enter the amount of the income.
In the Amount field, enter the amount of the deposit that matches the categorization. This must be a positive number to increase the balance of the account selected in the Register dropdown. To split the deposit across more than one account or fund, add additional lines — the Total at the bottom must equal the deposit.
Submit the entry.
When the amounts total a net positive, click Post to create the entry, which will then reflect on all relevant accounting reports. You can also click Save As Draft to finish it later.
Optionally, you can label the income line with accounting tags — an extra reporting dimension such as a department, ministry, or campus. Click Add tags under the line's description, then choose a value from each tag group. The tags appear as colored pills, and you can filter or group financial reports by them. Tags are optional unless a tag group is marked required. For setup and reporting details, see How do I use accounting tags?