{"id":34786,"date":"2025-10-22T09:32:03","date_gmt":"2025-10-22T08:32:03","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/overview-of-finances\/"},"modified":"2026-03-31T08:53:47","modified_gmt":"2026-03-31T07:53:47","password":"","slug":"overview-of-finances","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/finance\/overview-of-finances\/","title":{"rendered":"Overview Finance"},"content":{"rendered":"\n<p>The ChurchTools finance module offers an accounting solution for small and medium-sized churches. Anyone can book transactions from anywhere. <br><strong>Anyone<\/strong>: Both the experienced bookkeeper and the department manager who wants to make bookings for their department, such as the book table or the caf\u00e9.<br><strong>Anywhere<\/strong>: Anyone can log in to ChurchTools securely from anywhere as usual and get started.<\/p>\n\n\n\n<p>Navigierst du ins Finanzmodul, sieht du zuerst eine \u00dcbersicht \u00fcber <em>letzte Einnahmen<\/em>, <em>Ausgaben<\/em>, <em>Spenden<\/em> und die <em>h\u00f6chsten Spenden der letzten 31 Tage<\/em> (1). Au\u00dferdem werden dir die <em>Budgets aller Kostenstellen und Konten<\/em> (2) angezeigt. \u00dcber diese Kacheln wechselst du schnell in die <em>Buchungen<\/em> (6) bzw. <em>Budgets<\/em> (7).<\/p>\n\n\n\n<p>Oberhalb der \u00dcbersicht auf der rechten Seite <em><a href=\"https:\/\/churchtools.academy\/help\/churchtools-module\/buchungen\/30-wie-tatige-ich-buchungen-in-der-erweiterten-ansicht\/\" data-type=\"docs\" data-id=\"7185\">erfasst du schnell neue Buchungen<\/a><\/em> (3), <em>wechselst Mandant und Buchungsjahr<\/em> und <em><a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-modules\/stammdaten\/30-wie-kann-ich-ein-buchungsjahr-abschliessen\/\" data-type=\"docs\" data-id=\"7173\">schlie\u00dft ein Buchungsjahr ab<\/a><\/em> (5).<\/p>\n\n\n\n<p>\u00dcber die 2. Men\u00fcebene dar\u00fcber wechselst du ebenso in die <em>Buchungen<\/em> (6) und <em><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/budgets-auswertungen-und-zwecke\/19-how-to-add-budgets\/\" data-type=\"link\" data-id=\"https:\/\/churchtools.academy\/help\/churchtools-module\/stammdaten\/30-wie-lege-ich-budgets-an\/\">Budgets<\/a><\/em> (7), kannst dir aber auch die <em><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/using-bank-statements-well\/\" data-type=\"docs\" data-id=\"7162\">Kontoausz\u00fcge<\/a><\/em> (8) anzeigen lassen. <\/p>\n\n\n\n<p>Unter <em><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/budgets-reports-and-purposes\/what-reports-are-available\/\" data-type=\"docs\" data-id=\"35665\">Auswertungen<\/a><\/em> (9) findest du bspw. Bilanz- und Gewinn-und-Verlust-Bericht.<\/p>\n\n\n\n<p>Unter <em>Spender<\/em> (10) siehst du eine \u00dcbersicht aller Spender und <a href=\"https:\/\/churchtools.academy\/help\/churchtools-module\/spenden\/30-wie-erstelle-ich-spendenbescheinigungen\/\" data-type=\"docs\" data-id=\"7168\">erstellst Spendenbescheinigungen<\/a>. <\/p>\n\n\n\n<p>Auf der rechten Seite in dieser Ebene rufst du die <em><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/master-data-overview\/\" data-type=\"docs\" data-id=\"7165\">Stammdaten<\/a><\/em> (11) des Finanzmoduls auf, wo du unter anderem neue <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/19-how-to-add-a-new-client\/\" data-type=\"docs\" data-id=\"7177\">Mandanten<\/a>, <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/19-how-to-add-a-new-accounting-year\/\" data-type=\"docs\" data-id=\"7175\">Buchungsjahre<\/a> und <a href=\"https:\/\/churchtools.academy\/help\/churchtools-module\/stammdaten\/30-wie-lege-ich-einen-kontenrahmen-an\/\" data-type=\"docs\" data-id=\"7176\">Kontenrahmen<\/a> anlegst.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/CleanShot-2025-08-06-at-16.27.49.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1552\" height=\"1089\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/CleanShot-2025-08-06-at-16.27.49.png\" alt=\"\" class=\"wp-image-37896\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/CleanShot-2025-08-06-at-16.27.49.png 1552w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/CleanShot-2025-08-06-at-16.27.49-300x211.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/CleanShot-2025-08-06-at-16.27.49-1024x719.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/CleanShot-2025-08-06-at-16.27.49-768x539.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/CleanShot-2025-08-06-at-16.27.49-1536x1078.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/CleanShot-2025-08-06-at-16.27.49-360x253.png 360w\" sizes=\"(max-width: 1552px) 100vw, 1552px\" \/><\/a><\/figure>\n\n\n\n<aside class=\"wp-block-group ct-artikel-zum-weiterlesen has-background is-layout-constrained wp-container-core-group-is-layout-89fd719a wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#f9fafb;margin-top:24px;margin-bottom:24px;padding-top:32px;padding-right:24px;padding-bottom:32px;padding-left:24px\">\n<h4 class=\"wp-block-heading has-medium-font-size\">Artikel zum Weiterlesen<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/grundlagen-finanzen\/iger-buchfuhrung-gobd\/\" data-type=\"docs\" data-id=\"7160\">Grunds\u00e4tze ordnungsm\u00e4\u00dfiger Buchf\u00fchrung (GoBD)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/master-data-overview\/\" data-type=\"docs\" data-id=\"7165\">\u00dcberblick Stammdaten<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/buchungen\/30-wie-tatige-ich-buchungen-in-der-erweiterten-ansicht\/\" data-type=\"docs\" data-id=\"7185\">Wie t\u00e4tige ich Buchungen in der erweiterten Ansicht?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/spenden\/30-wie-buche-ich-spenden\/\" data-type=\"docs\" data-id=\"7167\">Wie buche ich Spenden?<\/a><\/li>\n<\/ul>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>The ChurchTools finance module offers an accounting solution for small and medium-sized churches. Anyone can book transactions from anywhere. Anyone: Both the experienced bookkeeper and the department manager who wants to make bookings for their department, such as the book table or the caf\u00e9.Anywhere: Anyone can log in to ChurchTools securely from anywhere as usual [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[240,240],"doc_tag":[],"knowledge_base":[224],"class_list":{"0":"post-34786","1":"docs","2":"type-docs","3":"status-publish","4":"hentry","5":"doc_category-finance","7":"knowledge_base-churchtools-modules"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"year_month":"2026-04","word_count":216,"total_views":"2029","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Jasper Stehmeier","author_nicename":"jstehmeier","author_url":"https:\/\/churchtools.academy\/en\/author\/jstehmeier\/"},"doc_category_info":[{"term_name":"Finances","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/finance\/"},{"term_name":"Finances","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/finance\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/34786","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=34786"}],"version-history":[{"count":10,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/34786\/revisions"}],"predecessor-version":[{"id":55233,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/34786\/revisions\/55233"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=34786"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=34786"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=34786"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=34786"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}