Rename any category below, or add a brand new one — changes save to your connected Google Sheet and apply everywhere in the app.
Type a group name for each category — categories sharing the same name are combined into one line on printed statements. Type an existing name to add a category to that group, or a new name to start a new group. Type None (or leave it blank) to leave that category off statements entirely — those gifts won't appear in the itemized list or the total. Saves to your connected Google Sheet.
Saves directly to your connected Google Sheet — visible to anyone using this ledger, from any device. Use "Download Excel Workbook" any time you also want a standalone .xlsx copy.
Upload a file, paste rows from a spreadsheet, or type them in — review everything below, then save it all at once. If your file has its own Date/Category columns, those are used per row; otherwise the defaults below fill in.
| Date | Envelope # | Donor | Category | Amount | Match Notes |
|---|
Saves directly to your connected Google Sheet. Envelope # must be unique — the ledger will reject a number already in use.