Income, also known as revenue, is money coming in.

1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > General Ledger.
2. Click Income.
3. Select the Transaction Type.
   1. Optional: To make this the default transaction type for income, select Make default income type.
4. Select the Payee (if applicable), Date, and Checking Account or Credit Card Account.
5. In the Account field, begin entering each account segment then select it from the list that displays as you type. The fund and core account are required, the other fields are optional.
6. Enter the Amount.
   Note:

   When you enter a credit or debit card refund, you will see two Amount fields. The first that you see represents the total amount of the refund. The second that you see represents the amount you receive from a particular account.

7. Optional: Enter a Comment and select a Project.
8. Optional: Click Add a line if the transaction is split across more than one account.
9. If you need to attach a file, click the Attachments tab.
   1. Click Add Attachment.
   2. Click View allowed file types to make sure your attachments will be accepted.
   3. Click Choose File.Locate and select the file you want to attach.
   4. Give the file a descriptive name.
   5. Add notes to further define what the attachment is for.
   6. Click Save.
10. To add another transaction, click Save & Add Another. Otherwise, click Save.

Make a financial correction.

1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > General Ledger.
2. Click Other.
3. Select Journal Entry as the Transaction Type.
   1. Optional: To make this the default transaction type for other transactions, select Make default other type.
4. Select the Date. A reference number is provided automatically.
5. Enter each Account. Your accounts are already split two ways. One line is for the Credit amount. The other is for the Debit amount – or vice versa.
6. Optional: Enter a Comment and select a Project.
7. Optional: Click Add a line if the transaction is split across more than one account.
8. While it's optional to add a description, we recommend you enter one for a journal entry as a quick reference for when you review your transactions.
9. If you need to attach a file, click the Attachments tab.
   1. Click Add Attachment.
   2. Click View allowed file types to make sure your attachments will be accepted.
   3. Click Choose File.Locate and select the file you want to attach.
   4. Give the file a descriptive name.
   5. Add notes to further define what the attachment is for.
   6. Click Save.
10. To add another transaction, click Save & Add Another. Otherwise, click Save.

Move assets from one bank to another.

1. In the top-left corner, click your ministry hub then Accounting. Then click Inquiry.
2. Select the segments that you want to view transactions for.
3. Click Apply, then click Other.
4. Select Bank Transfer as the Transaction Type.
   1. Optional: To make this the default transaction type for other transactions, select Make default other type.
5. Select the Date and enter the Amount.
6. Select the Fund.
7. Select the bank account to Transfer From, then select the bank account to Transfer To.
8. If you need to attach a file, click the Attachments tab.
   1. Click Add Attachment.
   2. Click View allowed file types to make sure your attachments will be accepted.
   3. Click Choose File.Locate and select the file you want to attach.
   4. Give the file a descriptive name.
   5. Add notes to further define what the attachment is for.
   6. Click Save.
9. To add another transaction, click Save & Add Another. Otherwise, click Save..

When you receive a credit card statement, review the amount you need to pay within the grace period and track the transaction.

1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > General Ledger.
2. Click Expense.
3. Select Check as the Transaction Type.
4. For the Payee, enter the name of the credit card company, then complete the remaining fields.
5. If you need to attach a file, click the Attachments tab.
   1. Click Add Attachment.
   2. Click View allowed file types to make sure your attachments will be accepted.
   3. Click Choose File.Locate and select the file you want to attach.
   4. Give the file a descriptive name.
   5. Add notes to further define what the attachment is for.
   6. Click Save.
6. If you want to add another transaction, click Save & Add Another. Otherwise, click Save.

If you pay your credit card off over time, the company will require you to pay interest.

1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > General Ledger.
2. Click Expense.
3. Select Credit Card Interest as the Transaction Type.
4. Complete all fields.
5. If you need to attach a file, click the Attachments tab.
   1. Click Add Attachment.
   2. Click View allowed file types to make sure your attachments will be accepted.
   3. Click Choose File.Locate and select the file you want to attach.
   4. Give the file a descriptive name.
   5. Add notes to further define what the attachment is for.
   6. Click Save.
6. If you want to add another transaction, click Save & Add Another. Otherwise, click Save.
   Tip:

   Let's say four departments each have a credit card from the same credit card bank. Your statement will display how much money was spent from each card, however the interest displays as a total for all cards. There are two ways you can approach this in Realm Accounting, so choose the method that best suits your work style.

   Create an additional credit card core account – For this method, set up another credit card account that will act as the recipient of your interest charges and payments. You can run inquiries on this account if you want to see how much interest you paid in total during a period. And, when it's time to reconcile, you can quickly identify your interest payments with this method as well.

   Funnel interest through one credit card account – Designate one of the departments' existing cards as the one that acts as the recipient of your interest charges and payments. Any card will do, but remember to stay consistent.

If you have a small staff and want to enter your own payroll, you can record individual checks to your employees.

1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > General Ledger.
2. Click Expense.
3. Select Check as the Transaction Type.
4. Enter the name of the employee you want to pay as the Payee, and complete the remaining fields.
5. In the Account field, enter each required account segment.
6. Enter the Amount and a Comment.
7. Click Add a line to split across more than one account.
8. To add another payroll transaction, click Save & Add Another. Otherwise, click Save.

If you use a third party payroll solution, you can record a summary of your transactions in Realm Accounting.

1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > General Ledger.
2. Click Other.
3. Select Journal Entry as the Transaction Type.
4. In the Account field, enter each required account segment.
5. Enter a Debit or Credit amount depending on the account, and include a Comment.
6. Click Add a line to split across more than one account.
7. Review your journal entry, and make sure all of your debit and credit amounts balance.
8. To record another journal entry, click Save & Add Another. Otherwise, click Save.