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Tools

Create Deposit Tool

Learn more about the Create Deposit tool in MinistryPlatform, including instructions to create a deposit and a video demonstrating how to enter deposits into Realm Accounting.

With the Create Deposit tool, you can create one or multiple deposits for one or more batches.

Note: The Create Deposit tool replaces the Create Deposit From Selected Batches report. While you can use both, we recommend using the Create Deposit tool exclusively.
  • The tool is available on the Batches page, and you can launch it from a selection of records or an open record.
  • You can:
    • Create one deposit for the selection, which creates one deposit no matter how many batches you selected, or
    • Create one deposit per batch, which creates multiple deposits if you selected more than one batch.
  • You must correct any and all of the following issues:
    • The batch is already associated with a deposit.
    • The batch does not contain any donations.
    • The batch amount doesn't match the sum of its donation amounts.
    • A donation in the batch doesn't contain any donation distributions.
    • A donation in the batch doesn't match the sum of its donation distribution amounts.
  • Creating a large deposit? The Create Deposit button disables once you click it while the deposit processes.
  • After you create a deposit, you'll see a success message. You can find the new deposit on the Deposits page.

Screenshot of the Create Deposit tool displaying the selected batch information and options for the deposit

Note: To use this tool, you must have access through your security role. SPoCs can grant user access to this tool.

Watch & Learn

Learn how to use the Create Deposit Tool to enter your deposits from MinistryPlatform into Realm Accounting.

Create a Deposit

  1. In the navigation menu, click Contributions > Batches.
  2. Open the batch or select batches.
  3. Click Tools, then click Create Deposit.
  4. Review the summary information to be sure you selected the correct batches.
  5. In the Congregation field, select a congregation.
  6. In the Deposit Name field, enter a name for the deposit. This name can be up to 75 characters.
  7. In the Deposit Date field, set the date. It defaults to the current date, but you can click the calendar icon to change it.
  8. Use the One Deposit Per Batch toggle to select whether to create one deposit per batch.
    • When toggled on, the tool places each batch into its own deposit. If you selected more than one batch, the tool creates multiple deposits.
    • When toggled off, the tool creates one deposit containing all of the selected batches. This is the default.
  9. Click Create Deposit.
    A success message displays.
  10. Close the tool.

You created the deposit with the given information, and the batches associated with it. You can find it on the Deposits page.

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Last updated: November 24, 2025

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