Core Docs - Church Management - Accounts

Rock Version: v20.0
Last Modified: 2026-04-24 11:51 AM

Accounts determine what a transaction is for. In our examples above, both the General Fund and the Building Fund are accounts. These accounts usually tie into your accounting system. Accounts are managed under Finance > Accounts.  

Account List

This page shows a list of all the accounts defined in Rock.

Note the hierarchical navigation tree on the left side of the screen. Like with the Group Viewer, this structure allows you to quickly and easily organize and view your accounts. Click the ti ti-dots-vertical icon to filter by Active or All accounts. If you have many accounts, you can search for an account using the Quick Find field above the tree.

Account Details

From the list of accounts, you can add or update an account using the account details screen.

Custom Account Attributes
To add custom account attributes, go to Admin Tools > Settings > Entity Attributes. Once there add a new attribute and set the Entity Type field to Financial Account and set the other settings as needed. Once you do this, the account's attribute value can be edited near the bottom of the Account Detail page.