Total Raised
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Transactions
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Total Expenses
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All sources
Net Balance
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All Donations
| Date ↕ | Donor ↕ | Amount ↕ | Platform | Campaign | Tags | Recurring | Actions |
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Monthly Donors
| Date | Donor | Amount ↕ | Platform | Campaign | Tags | Actions |
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Large Donors (≥$500)
| Date | Donor | Amount ↕ | Platform | Bank | Campaign | Tags | Actions |
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Donor Profiles
| Donor | Lifetime Total | # Gifts | First | Last | Recurring | Tags | Actions |
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Import from CSV
Supported: Donorbox, Givebutter, Meta, Benevity, Causevox or any standard format.
Required columns: Donation Date / Donated At, Donor Name / Name, Amount
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Import History
| Date | File | Records | Mode |
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Expense Tracker
Total Expenses
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All sources
Current Year
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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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All Expenses
| Date ↕ | Description | Source | Amount ↕ | 990 Category | Tags | Notes | Actions |
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990 Tax Summary
Program Services
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Management & General
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Fundraising
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Yearly Expense Summary
Expense Detail
| Date | Description | Source | Amount | 990 Category | Tags |
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Import Expense CSV
Upload exports from BECU Credit Card, Fidelity, or any bank.
Required columns: Date, Description, Amount
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Import History
| Date | File | Source | Records | Mode |
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