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Upload a CSV from Donorbox, Givebutter, Meta, Benevity, or any platform.
All Donations
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| Date ↕ | Donor ↕ | Amount ↕ | Platform | Bank | Campaign | City | State | Comment | DAF | Notes | Tags | Recurring | Actions |
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Monthly Donors
Showing donors active this month
Show / Hide Columns
| Last Gift Date | Donor | Amount ↕ | Platform | Bank | Campaign | City | State | Tags | Actions |
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Large Donors (≥$500)
Show / Hide Columns
| Date | Donor | Amount ↕ | Platform | Bank | Campaign | City | State | Tags | Actions |
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Donor Profiles
| Donor | City/State | Lifetime Total | # Gifts | First | Last | Recurring | Tags | Actions |
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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
Step 1 — Select the platform this CSV is from:
Bank: BECU
Step 2 — Upload the CSV file:
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Click to browse or drag & drop CSV
📋 Suggested CSV Column Names
Date or Donated At
Name or Donor Name
Email or Donor Email
Amount or Amount in USD
City · State
Campaign or Designation
Recurring Donation (Yes/No)
Donor ID or Transaction ID
Donor Comment or Message
Match Amount (employer match)
Column names are case-insensitive. Platform & Bank are auto-assigned from your Step 1 selection above.
Import History
| Date & Time | File | Platform | Records Added | Mode |
|---|
Total Expenses
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All time
Current Year
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Net Balance
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Unassigned 990
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Need category
Program Services
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Management & General
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Fundraising
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Expenses by Year
Expenses by Source
Yearly Expense Breakdown (990)
Expense Tracker
All Expenses
Show / Hide Columns
| Date ↕ | Description | Source | Amount ↕ | 990 Category | Tags | Notes | Actions |
|---|
990 Tax Summary
Program Services
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Management & General
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Fundraising
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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.
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Click to browse or drag & drop expense CSV
Import History
| Date & Time | File | Source | Records | Mode |
|---|
Settings
Organization Profile
App Preferences
Theme
Switch between dark and light mode
Dark
Large Donor Threshold
Minimum amount to appear in Large Donors
$
Signed in as
—
Danger Zone
Brand Colors & Typography
Customize the accent color and font used throughout the app and on receipts.
Preview: Sample
Organization Logo
Click to
upload logo
upload logo
Upload your nonprofit logo
PNG or JPG recommended · Will appear on receipts top-left
Receipt Templates
Create a template per platform. When printing a receipt, the matching template is used automatically.
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