> For the complete documentation index, see [llms.txt](https://docs.allforclimate.earth/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.allforclimate.earth/services/level-up-your-collective-extra-features/track-your-budget-finances.md).

# 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. <br>

{% hint style="success" %}
To view your financial reports, go to:\
**Dashboard → (left menu) → Reports**
{% endhint %}

#### What you can do

* &#x20;**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.<br>

<figure><img src="https://215776803-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LyUeVe8jLnvP3xxLMBQ%2Fuploads%2FG8QkC3m5KwMq2IfK6Ity%2Fimage.png?alt=media&amp;token=26db9373-0b99-45c5-b914-39832f0e08bd" alt=""><figcaption></figcaption></figure>


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