JadeFunds
Product features

Features for the full church finance workflow.

JadeFunds brings bank activity, receipts, comments, budgets, restricted funds, rules, reports, and team access into one workspace built for confident stewardship.

JadeFunds workspace Connected
Dashboard What needs attention?  
Transactions Review queue 7 open
Receipts Attached trail 4 new
Budgets FY2026 plan Published
Reports Board packet Ready
01 · Dashboard

A clear starting point for every finance check-in.

JadeFunds opens with the questions church leaders actually ask: what needs review, how spending compares to budget, what cash is available, and what the P&L looks like right now.

Performance vs budgetSee income and expenses against the published plan.
Awaiting your reviewKeep unresolved transactions visible until they are handled.
Cash and P&L widgetsTrack cash on hand, spending trends, and organization performance.
DashboardGrace Community
Income$74.1kThis month
Expenses$58.9k73% of budget
Cash on hand4.8 mo+0.4 vs last mo
Awaiting your review7
Mission materialsChecking …8042-$842
Facility contractOperating …1188-$4,820
Giving importGeneral fund+$9,540
AccountsSynced today
Bank connectionsHealthy
 First National Bank4 accounts
 Ministry Card2 cards
 Operating CheckingRefresh
SummaryNet position
Cash $184k
Credit cards $12k
Investments $96k
02 · Accounts

Connected accounts without losing visibility.

Bank and card connections feed the daily workflow while account lists stay organized by cash, credit cards, investments, loans, and other balances.

Bank connection alertsSurface sync issues before the numbers go stale.
Grouped account viewsSee cash, credit, investment, loan, and other balances clearly.
Refresh controlsAdmins can refresh connections and add accounts when needed.
03 · Transactions

Review every transaction with the context beside it.

The transaction panel gives your team one place to edit details, assign the right ledger account and fund, split complex activity, and mark work reviewed when it balances.

Search, filter, and sortFind activity by merchant, account, amount, date, or review status.
Single or split categorizationAssign one category or split a transaction across multiple ledger accounts and funds.
Reviewed-state lockReviewed transactions become read-only until someone intentionally reopens them.
Transaction reviewOpen
Facility contractOperating Checking-$4,820
Mission materialsChecking …8042-$842
Sunday givingGeneral fund+$12,440
Categorize · Split accounts$842
Ledger account5200 Ministry supplies
FundMissions
Unallocated$0.00
Receipts & notesAttached
Drag & drop files Receipts, invoices, and supporting documents
 Facility invoice.pdfUploaded by Sarah
 Mission receipt.jpgLabel saved
Sarah Mitchell Please confirm this should stay under Missions before close.
Daniel Price Confirmed. Receipt added and fund is correct.
Add a comment or mention a teammate…
04 · Receipts

Receipts, comments, and explanations stay with the transaction.

JadeFunds keeps supporting documents and team discussion attached to the financial activity they explain, so review does not scatter across inboxes and folders.

Receipt uploadsDrag and drop files, label them, and keep uploader history visible.
Comment threadsAsk for context, edit notes, and preserve the discussion around the transaction.
Notification click-throughMentions can take a user back to the exact transaction comment.
05 · Budgets

Plan the fiscal year without rebuilding spreadsheets.

Budgets are built against the chart of accounts, organized into scenarios, and published when one version becomes the board-approved plan.

Budget scenariosCreate draft versions for different assumptions and publish the approved one.
Line inspectorEdit value, phasing, and notes from a focused side panel.
Quick-set contextCompare prior actuals, prior budget, and year-to-date activity while planning.
FY2026 BudgetDraft scenario
AccountFY25 ActualFY26 Budget
Giving and tithes$521k$548k
Payroll$311k$327k
Facilities$84k$79k
Missions$42k$46k
InspectorPhasing
ValuePhasingNotes
     
Default phasingPrior year pattern
Funds & accountsOrganized
FundsActive
GeneralUnrestricted
MissionsTemporary
EndowmentPermanent
Chart of accountsTemplate
4000 Revenue4100 Giving and tithes5000 Expenses5200 Ministry supplies6100 Payroll
06 · Funds

Restricted and operating money stay clearly separated.

Fund setup, restriction types, chart of accounts, and transaction categorization all work together so leaders can see what money is available and what money has a purpose attached.

Fund restriction typesTrack unrestricted, temporarily restricted, and permanently restricted funds.
Chart of accounts setupUse nonprofit-oriented account structure as the foundation for budgets and reports.
Archive without losing historyKeep old funds out of daily work while preserving the record.
07 · Merchants

Recurring vendors become reusable finance memory.

JadeFunds keeps a merchant catalog so your team can clean up aliases, merge duplicates, review related transactions, and apply future categorization rules.

Merchant catalogPayees and counterparties are organized per organization.
Aliases and duplicate cleanupResolve messy bank-feed names into a cleaner vendor record.
Categorization rulesApply ledger account and fund defaults for future synced transactions.
MerchantsRules active
Mission Supply Co.12 transactions
AccountLedger accountFund
Checking …80425200 SuppliesMissions
Credit Card …11886100 OperationsGeneral
AliasesCleaned
MISSION SUPPLYMSCO ONLINEMission Supply Co.
ReportsBoard-ready
Fund Balance SummaryRestricted vs unrestricted balances
Fund Activity SummaryBeginning, activity, ending balance
Statement of ActivitiesRevenue and expense by account
Financial PositionAssets, liabilities, net assets
Giving and tithes$61.2k
Missions fund$9.3k
Payroll-$34.7k
08 · Reports

Reports come from the work your team already reviewed.

Fund reports and financial statements are connected to the ledger, so reports reflect reviewed transaction activity and clear fund balances.

Fund reportsShow where money sits and how each fund changed over time.
Financial statementsPrepare board-facing views for activities, financial position, and functional expenses.
Budget reporting pathBudget vs. Actual connects published budget plans to real activity.
09 · Roles & access

Share the work without opening the whole system.

Church finance involves pastors, treasurers, administrators, staff, and volunteers. JadeFunds is built around invitations, user records, role-aware navigation, and permission-gated admin controls.

User managementAdmins can manage organization users and see assigned roles.
InvitationsInvite team members, track pending invitations, and revoke invites when needed.
Permission-aware navigationAdministration controls stay scoped to users with admin access.
AdministrationScoped access
SMSarah MitchellTreasurer
DPDaniel PriceAdministrator
KLKara LewisMinistry Lead
InvitationsPending
Avery JohnsonNot Accepted, Pending
Finance CommitteeAccepted

Walk through the full finance workflow.

See how JadeFunds connects accounts, transactions, receipts, budgets, funds, merchants, reports, and access using a real church finance scenario.