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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.

Of the 17 columns, you fill in 15 and the other 2 work themselves out, and all 13 figures on the summary do too. There is room for 565 rows of your own.

£4.99one 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.

Already have a spreadsheet of your own? Check it for mistakes, free.

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. What the film shows, in order:
  1. A new row is typed into the Donations tab, one cell at a time, in the white cells a person fills in.
  2. The shaded cells in that row fill themselves in.
  3. The figures on the Summary tab change to include the new row.
  4. The chart, Donations by how they were given, redraws with it.
The chart, drawn from the totals in the table beside it. See it full size
Where you type, and the shaded columns that work themselves out. See it full size

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. Open any tab to see its columns.

Target

4 columns

Set your fundraising target here. Use one row, or one row for each part of the appeal; the targets are added together. Ready for 5 rows, every one with its formulas in place.

ColumnWhat goes in it
CampaignType any text.
TargetType an amount in £.
Start DateType a date.
End DateThe date you hope to reach the target by.Type a date.

Donations

7 columns

One row per donation received. Ready for 500 rows, every one with its formulas in place.

ColumnWhat goes in itWorked out as
DateType a date.
DonorType any text.
AmountType an amount in £.
How GivenPick one: Cash, Cheque, Bank Transfer, Card, Online Giving, Standing Order or Other.
Gift AidTick if the donor is a UK taxpayer and has signed a gift aid declaration.Tick it when it applies.
Gift Aid ValueFills itself in.

Worked out from this row's Amount and Gift Aid.

The formulaIF(ISBLANK([amount]), "", IF([gift_aid], ROUND([amount]*0.25, 2), 0))
NotesType any text.

Events

6 columns

One row per fundraising event, with what it raised and what it cost. Ready for 60 rows, every one with its formulas in place.

ColumnWhat goes in itWorked out as
EventType any text.
DateType a date.
StatusPick one: Planned or Held.
RaisedType an amount in £.
CostsType an amount in £.
Net RaisedFills itself in.

The Raised minus the Costs.

The formulaIF(AND(ISBLANK([raised]), ISBLANK([costs])), "", [raised]-[costs])

Summary

13 figures

How close you are to the target.

FigureWorked out as
Fundraising target

The total of Target on Target.

The formulaSUM([Target!target])
Donations received

The total of Amount on Donations.

The formulaSUM([Donations!amount])
Gift aid to claim

The total of Gift Aid Value on Donations.

The formulaSUM([Donations!gift_aid_value])
Event income

The total of Raised on Events.

The formulaSUM([Events!raised])
Event costs

The total of Costs on Events.

The formulaSUM([Events!costs])
Event net raised

Worked out from Raised and Costs on Events.

The formulaSUM([Events!raised])-SUM([Events!costs])
Total raisedDonations plus gift aid plus event income after costs.

Worked out from Amount and Gift Aid Value on Donations and Raised and Costs on Events.

The formulaSUM([Donations!amount])+SUM([Donations!gift_aid_value])+SUM([Events!raised])-SUM([Events!costs])
Still to raise

Worked out from Target on Target, Amount and Gift Aid Value on Donations and Raised and Costs on Events.

The formulaMAX(0, SUM([Target!target])-(SUM([Donations!amount])+SUM([Donations!gift_aid_value])+SUM([Events!raised])-SUM([Events!costs])))
Percent of target reached

Worked out from Amount and Gift Aid Value on Donations, Raised and Costs on Events and Target on Target.

The formulaIFERROR((SUM([Donations!amount])+SUM([Donations!gift_aid_value])+SUM([Events!raised])-SUM([Events!costs]))/SUM([Target!target]), 0)
Number of donations

The number of rows on Donations with Amount filled in.

The formulaCOUNT([Donations!amount])
Average donation

The average of Amount on Donations.

The formulaIFERROR(AVERAGE([Donations!amount]), 0)
Donations with gift aid

Worked out from Gift Aid on Donations.

The formulaCOUNTIF([Donations!gift_aid], TRUE)
Days left to target date

Worked out from End Date on Target.

The formulaIF(MAX([Target!end_date])=0, "", MAX([Target!end_date])-TODAY())