🦒Track your budget/finances

Do you want a clear overview of the donations and contributions your Collective receives? Would you like to track your income per month, quarter, or year? Or better understand what is coming in vs. going out? Good news 😊 You can easily access and customize these reports directly from your dashboard.

To view your financial reports, go to: Dashboard → (left menu) → Reports

What you can do

• Filter your data by month, quarter, or year to get the overview you need

• Click on the 🧪 (experiment) icon in the top right corner to split columns and clearly distinguish between debit and credit

• Use the three dots (⋯) next to transactions to:

  • View more details

  • Access the exact transaction

• Export your data:

  • Export specific transactions via the three dots

  • Or export the entire report (or your filtered selection) using the export button in the top right corner

These tools can help you keep track of your funding, improve transparency within your team, and make reporting to donors or partners much easier.