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Understanding Donation and Transaction Records

  • March 4, 2026
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Suli
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  • Community Manager

Feature Overview: Donations and Transaction Records

Donation and transaction records provide a clear, organized view of your charitable contributions and financial exchanges. These records are essential for tracking your giving history, ensuring transparency, and maintaining accurate records for budgeting or tax purposes. Key details often include donation dates, amounts, recipient organizations, and payment methods. Understanding and managing these records allows you to easily stay informed about your financial impact and meet any reporting or compliance requirements.

 

Feature Availability

This feature is available to all users with access to the Fundraising Essentials package with 'Recorder'-level administrative access or higher within 'Donor Management'.

 

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FAQs and Additional Resources

 

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Navigate back to the Donor Management Resource Index. 

How do I view donation history in Donor Management? | What is the difference between a donation and a transaction record? | How do I edit a donation in Network for Good? | How do I add soft credit to a donation? | How do I reconcile gifts in Donor Management? | How do I set up my fiscal year for reporting? | Where do I track campaigns and designations?