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Fundraising Tracker

Made for charities, schools and community groups.

Record every donation and fundraising event, and see at a glance how much has been raised, how much gift aid can be claimed and how far you are from your target. The summary carries a chart that redraws itself as you type.

Tabs
4
Columns
17
Fill themselves in
15

£7one payment, yours to keep

  • Opens in Excel, Google Sheets and Numbers
  • Delivered straight away
  • No macros, nothing to install
  • Change it free before you buy

Payment is handled by Stripe. Your card details go to them and never to us. Sales are final, which is why every tab, column and calculation is shown on this page first.

The workbook's summary and the table behind it
A row typed into the real file. Every figure that changes is the spreadsheet's own arithmetic.
The summary page, every figure calculated from the tables
The chart, drawn from the totals in the table beside it
What is inside: the tabs, the columns and what fills itself in
Where you type, and the shaded columns that work themselves out
The guide sheet that opens first and explains the file
Everything included in the download

Everything inside, before you pay

This is the whole design: every tab, every column and how each calculated one is worked out. White cells are yours to fill in; the shaded ones work themselves out and are locked so a formula cannot be overwritten by accident. There is room for 565 rows.

Target

Set your fundraising target here. Use one row, or one row for each part of the appeal; the targets are added together. Room for 5 rows.

ColumnType
Campaigntext
Targetcurrency
Start Datedate
End Datedate

Donations

One row per donation received. Room for 500 rows.

ColumnTypeWorked out as
Datedate
Donortext
Amountcurrency
How Givenchoice (list)
Gift Aidbool
Gift Aid ValuecurrencyIF(ISBLANK([amount]), "", IF([gift_aid], ROUND([amount]*0.25, 2), 0))
Notestext

Events

One row per fundraising event, with what it raised and what it cost. Room for 60 rows.

ColumnTypeWorked out as
Eventtext
Datedate
Statuschoice (list)
Raisedcurrency
Costscurrency
Net RaisedcurrencyIF(AND(ISBLANK([raised]), ISBLANK([costs])), "", [raised]-[costs])

Summary

How close you are to the target.

MeasureWorked out as
Fundraising targetSUM([Target!target])
Donations receivedSUM([Donations!amount])
Gift aid to claimSUM([Donations!gift_aid_value])
Event incomeSUM([Events!raised])
Event costsSUM([Events!costs])
Event net raisedSUM([Events!raised])-SUM([Events!costs])
Total raisedSUM([Donations!amount])+SUM([Donations!gift_aid_value])+SUM([Events!raised])-SUM([Events!costs])
Still to raiseMAX(0, SUM([Target!target])-(SUM([Donations!amount])+SUM([Donations!gift_aid_value])+SUM([Events!raised])-SUM([Events!costs])))
Percent of target reachedIFERROR((SUM([Donations!amount])+SUM([Donations!gift_aid_value])+SUM([Events!raised])-SUM([Events!costs]))/SUM([Target!target]), 0)
Number of donationsCOUNT([Donations!amount])
Average donationIFERROR(AVERAGE([Donations!amount]), 0)
Donations with gift aidCOUNTIF([Donations!gift_aid], TRUE)
Days left to target dateIF(MAX([Target!end_date])=0, "", MAX([Target!end_date])-TODAY())