Web dashboard

Your year at a glance.

Capture receipts in the iPhone app. Come here to review housing and ministry totals, check the three-number housing allowance limit, and prepare reports when you’re ready.

Loading your dashboard...

Your excludable amount $0 Add your three numbers to see this
1 · Actual qualifying expenses No qualifying entries yet
$0
2 · Board-designated allowance Set in the app for this tax year
Not set
3 · Fair Rental Value Run the Fair Rental Value assessment
Not set

Your excludable amount is generally the lowest of these three — the green ring segments show which are documented for this tax year.

Ministry workspace

Ministry expenses

Total ministry $0
Out of pocket $0
Reimbursed $0

Use the app to capture ministry purchases. Use this dashboard to review totals before reimbursement or tax-time conversations.

Categories

Housing by category

Recent records

Latest expenses

Add in app
Date Vendor Workspace Amount

Have a question about your housing allowance?

Ask Ezra, the ClergyTrak assistant — grounded in IRS sources and the Playbook, with the citations shown under every answer.

Ask Ezra

Reports

Prepare the year-end packet

Generate a full-year review packet for housing allowance, ministry expenses, Fair Rental Value status, and print-ready documentation.

Generate Year-End PacketPro Church Board ReportPro Open Fair Rental Value Tool