Overview
The Finance module lets churches track giving across multiple accounts (bank, mobile money, cash), categorise transactions, and reconcile mobile money inflows automatically against known givers.Financial accounts
AFinancialAccount is any account through which money flows:
Transactions
EachTransaction records a single inflow:
Transaction status lifecycle
Reconciliation
Reconciliation links aPENDING transaction to a known contact (giver). The matching system uses phone number normalisation and name similarity to suggest matches automatically.
Automatic matching
TheMatchingService scores candidate contacts against a transaction using:
- Normalised phone number comparison
- Name similarity scoring
Reconciliation matches
EachReconciliationMatch records:
Distributions
Distribution and DistributionBatch handle the disbursement side — recording how collected funds were sent out (e.g. to a ministry, to cover expenses).
Contact payment methods
AContactPaymentMethod stores a contact’s registered payment details (e.g. their mobile money number) to speed up future reconciliation.
Finance reports
TheFinanceReportsService generates summary reports:
- Total giving by category over a date range
- Top givers
- Reconciliation status breakdown
- Account-level totals