An opinion based on decades of dealing with programs and users (please forgive the virtual yelling):
It’s your data. Your should be able to extract it into a spreadsheet at any time.
Too often, purveyors of software make you a prisoner of their environment, because your data is locked inside their database. As a trivial example, I’ve seen this in a lot of to-do apps. You might have a hundred items in there, and you may wish to extract them for offline analysis. “No,” say many vendors.
As of last post, congregants could update their demographic information–name, address, phone, email, birthday, et al.–and could pull statements for any time interval.
Added to that capability, members can enter financial activity directly into the system.
Now available–individuals can access their information directly. This first rollout of the user portal has two capabilities: