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Finances & Funding

Managing Income & Expenses

On the second Tuesday of each month, the previous month's banking data will be available for categorization within Chapter Leadership Administration, in the Manage Income and Expenses screens. All deposits and withdrawals in your chapter's checking account must be categorized:

Items such as preauthorized withdrawals for chapter mailings and operating funds deposits will be automatically categorized for you. All transactions that are not fully categorized will remain in the open transactions grid. If transactions are not categorized, this data will accumulate with data from the previous month. Completed categorized transactions can be viewed and edited.

This helps provide more detailed information on the deposits and withdrawals in your chapter's checking account. It also ensures accurate data is provided on the IRS Form 990.

For the current year and later years, refer to the Manage Income and Expenses section on the Financial Resources tab. Visual guides include:

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Insurance products issued or offered by Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Products issued by Thrivent Financial are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents/producers of Thrivent. Fee-based investment advisory services are available through qualified investment advisor representatives only.

Trust and investment management accounts and services offered by Thrivent Trust Company are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

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