JADE FUNDS HELP CENTER
How can we help?
Practical guides for the work your church does every week.
Search by a task, a question, or a word you see in the app.
NEW TO JADE FUNDS?
Start with the basics.
Set up your accounts and funds, then work through your first transactions.
Browse by topic
Getting started
Learn the basics, set up your church, and find your way around.
3 articlesAccounts & banking
Add financial accounts, bring in bank activity, and understand balances.
5 articlesTransactions & receipts
Categorize purchases, split transactions, and keep supporting details together.
7 articlesFunds & bookkeeping
Organize your chart of accounts, track funds, and work through month-end.
7 articlesBudgets & reports
Build a spending plan and understand the financial reports.
4 articlesYour team & settings
Invite colleagues, understand access, and manage your own settings.
5 articlesHelp articles
- Getting started with Jade FundsA practical order for setting up your church and reviewing your first transactions.
- Understand accounts, categories, and fundsLearn the difference between where money is held, how activity is categorized, and what money is for.
- Find your way around the appKnow where to go for transactions, bookkeeping, planning, reports, and settings.
- Add a manual financial accountTrack checking, savings, cash, or a credit account without connecting a bank feed.
- Import bank transactions from a CSVPreview a statement file, map its columns, and bring transactions into an account for review.
- Connect a bank accountUse the bank connection flow when it is available, or choose manual accounts and imports.
- Troubleshoot a bank connectionCheck connection health, reconnect when prompted, and investigate missing activity.
- Understand bank balances and book balancesSee why the bank’s reported balance can differ from the reviewed ledger.
- Find a transactionSearch descriptions and merchants, use review filters, and open the details you need.
- Categorize and review a transactionChoose the right category and fund, resolve the unallocated amount, and complete review.
- Split a transaction across categories or fundsAllocate one purchase to multiple lines without losing the connection to its receipt.
- Attach a receipt or supporting documentUpload a receipt, invoice, or phone photo and keep the supporting record with the transaction it explains.
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