An overview of the finance module
Last updated on 11.08.2026
The Finance section gives your organisation an overview of income and expenditure – from bank transactions right through to analysis by project and purpose.
The modules
| Sub-section | Purpose |
|---|---|
| Overview | Key figures and trends at a glance |
| Bank accounts | Your organisation’s accounts |
| Account imports | Import transactions from online banking |
| Review transactions | Review and allocate imported transactions |
| Projects / Purposes | Categories for analysis |
| Analysis & Reports | Explore trends and key figures |
| Membership fees | Manage fee runs and outstanding contributions |
| Donation receipts | Create receipts from confirmed donations |
| Documents & Invoices | Keep financial documents in a traceable archive |
The typical workflow
- Import: Transactions are regularly exported from online banking and imported into Komma.
- Review and allocate: Each transaction is reviewed and assigned to a project or purpose – see Checking transactions.
- Process further: Confirmed transactions provide the basis for reports, membership fees, documents and donation receipts.
Who can view the finances?
Financial data is sensitive. This section is therefore only visible to users with explicit financial authorisation – everyone else does not even see it in the navigation menu. Authorisations are granted by the administrator (see Users and authorisations).
What the finance module is not
Komma is not a replacement for accounting software or tax advice. It is a tool for keeping track of day-to-day matters: Where do we stand? How are donations developing? Which project is self-sustaining?