If you are coming from another accounting software, or haven't really been tracking your finances in an organized way, you may need to set your starting balances for the various accounts and funds you have set up in the system.

The transition involves segregating funds into different categories, such as general funds, restricted funds, and designated funds. To record the starting balances, the church should identify the balances for each fund account and create opening balances for each fund in the fund accounting system. This process involves transferring all the relevant information from the standard accounting records to the fund accounting structure. It's important to maintain accuracy and transparency throughout this transition to ensure that financial information is properly reported in accordance with fund accounting principles.

This can be done when editing funds or accounts, but can also be done centrally across all accounts and funds from a single screen. To do so, go to Accounting > Settings > Starting Balances from the left-hand menu.

On this screen, you'll see all your Asset and Liability accounts listed long the left hand side and all your funds listed along the top. At each intersection, there will be a text box where you can enter the starting balance.

Important: amounts auto-save once you leave the input box. There is no Save button you must click.

To specify the date these starting balances apply to, click on the account name on the left-hand side and at the bottom of the pop up that appears, you can indicate this date. This date should be before the first transaction you plan on actually adding into One Church.

Totals per account across all funds will be shown in the rightmost column. Totals for all accounts for a particular fund can be found at the bottom row for that fund.