Upload a CSV from Donorbox, Givebutter, Meta, Benevity, or any platform.
All Donations
| Date ↕ | Donor ↕ | Amount ↕ | Platform | Bank | Campaign | City | State | Comment | DAF | Notes | Tags | Recurring | Actions |
|---|
Monthly Donors
| Last Gift Date | Donor | Amount ↕ | Platform | Bank | Campaign | City | State | Tags | Actions |
|---|
Large Donors (≥$500)
| Date | Donor | Amount ↕ | Platform | Bank | Campaign | City | State | Tags | Actions |
|---|
Donor Profiles
| Donor | City/State | Lifetime Total | # Gifts | First | Last | Recurring | Tags | Actions |
|---|
Upload Donations
Import from CSV
Supported: Donorbox, Givebutter, Meta, Benevity, Causevox, Check Donations
Bank is auto-assigned: Donorbox->BECU · Givebutter->BECU · Meta->Fidelity · Check Donations->Fidelity · Benevity->BECU · Causevox->BECU
Click to browse or drag & drop CSV
Import History
| Date & Time | File | Platform | Records Added | Mode |
|---|
Expense Tracker
All Expenses
| Date ↕ | Description | Source | Amount ↕ | 990 Category | Tags | Notes | Actions |
|---|
990 Tax Summary
Yearly Summary
Expense Detail
| Date | Description | Source | Amount | 990 Category | Tags |
|---|
Upload Expenses
Import Expense CSV
Upload from BECU Credit Card, Fidelity, or any bank/card export.
Click to browse or drag & drop expense CSV
Import History
| Date & Time | File | Source | Records | Mode |
|---|
Settings
Organization Profile
App Preferences
Brand Colors & Typography
Customize the accent color and font used throughout the app and on receipts.
Organization Logo
upload logo
Receipt Templates
Create a template per platform. When printing a receipt, the matching template is used automatically.