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