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Charitable Donation Tracker - Year-End Giving Log & Receipt Checklist, Excel & Google Sheets

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$3.00
$3.00
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Have every donation and receipt in one place when year end comes. $3 one-time.


Why you will like it

- Cash and non-cash gifts logged separately, totaled together.

- Gifts without a receipt are flagged NEEDS PAPERWORK in red.

- Pick a year to get totals, counts and a month-by-month chart.


What's included (1 .xlsx, 6 tabs incl. a Lists helper tab)

- Cash: up to 300 gifts with date, organization, amount, payment method, receipt on file (Y/N), receipt location and notes

- Non-cash: up to 300 donations with item description and your estimated value

- Receipt Checklist: fills in automatically and flags missing receipts

- Summary: year picker, cash and non-cash totals, receipt status, monthly table and a bar chart

- Instructions tab; yellow EXAMPLE rows are fictional


How it works

- Log each gift as you make it.

- Mark whether you have the receipt.

- At year end, set the year on Summary.

- Share the Summary with whoever prepares your return.


Compatibility

- Standard .xlsx for Microsoft Excel; open it in Google Sheets by uploading it to Google Drive.

- No macros, scripts or add-ons. One-time download, no subscription.


FAQ

- Does it tell me what I can deduct? No. It organizes what you enter; ask a tax professional.

- Is it a subscription? No. You pay once.

- Questions? hirelinetemplates@mail.grokbot.com


You may also like

- Wrapping up the year? Free Year-End Money Checklist: https://payhip.com/b/Doud0

- Medical receipts too? HSA & FSA Medical Expense Tracker ($4): https://payhip.com/b/lCKeP

You will get a XLSX (33KB) file