Financial clarity for better stewardship.

Free tools for congregations of all faiths, designed for volunteer treasurers, ministry leaders, administrators, and finance councils.

Free Educational Resource · Pilot

Designed for you

Four simple financial tools.

Churches, synagogues, mosques, temples, ministries and other faith-based organizations. Begin with the information you already have, or answer guided questions. The loan tool is an optional side path.

Financial Statement Builder

Understand assets, liabilities, net assets, and how restricted funds differ from available operating cash.

In pilot

Annual Budget Builder

Plan offerings, tithes, membership support, programs and facilities. Future versions will incorporate religious calendars and seasonal giving.

In pilot

Financial Health Dashboard

Compare actuals with budget, review operating reserves, and forecast the annual surplus or deficit.

In pilot

Building & Loan Readiness Planner

Explore property purchases, down payments, renovation costs, loan payments and repayment assumptions.

Optional

Why it matters

Understand the numbers. Make better decisions.

A building may be valuable without belonging to the congregation, and a strong bank balance may include donor-restricted funds. Good financial planning starts by understanding what the organization truly controls and what cash is available.

Explore the fictional-data Financial GPS demonstration

The v0.3 development demonstration includes category-level monthly budgets, actual-to-budget reporting, and multi-sheet Excel exports. Secure storage and full accounting imports are still being developed. Please use fictional data only.

Open Financial GPS Pilot →

Educational estimates only. ProfConnelly.com is not acting on behalf of Holy Family University or providing audited financial statements or lending decisions.