Review your giving

The Giving report shows what you gave, who received it and what share of your income it was. It ranks gifts by recipient or category and charts them by month.

Steps

1. Select Reports in the sidebar (on a phone, the Reports tab), then the Giving card. The report opens on This year.
2. Select a period chip or Pick months. To count some accounts only, use the accounts chip. See Report controls.
3. To compare with the same dates a year earlier, select vs last year. Select it again to turn it off.
4. Select Recipient or Category above the list. Recipient is the default and groups gifts by payee.
5. Select a row to list its gifts. Select it again to close the list.
6. When the list passes 50 rows, select Show all N rows to see the rest.

What the page shows

• Headline: the total, such as "$4,410.00 given", and a line such as "9.8% of income" (giving divided by income for the same period). It shows a dash when income is $0.00 or less.
• 12-month line: a line such as "Last 12 months: 10.0% of income (Nov 2025 – Oct 2026)" always covers the 12 months ending today, whatever period you chose. It follows the accounts you chose.
• Compare line: with vs last year on, a line reads "+9.7% vs" and the dates of the earlier period. If that period has no giving, it reads "Not enough history to compare to" and the dates. The chart adds a dashed line for last year's months.
• Chart: one column per month. The current month and a month only partly in the period are hatched. When you open a row, the chart shows that row's months. A legend under the chart names the marks: Given, This month so far and Partial month for the two hatches, and Compared period for the dashed line. An item shows only when the chart draws it. Under the legend, a sentence reads "Tallest column is the largest month." When a partial month's label has no room for "(partial)", a second sentence names it, such as "Jun is a partial month."
• Rows: each row shows its amount, its share to one decimal and a bar. The shares add up to 100.0%. A refund lowers its row, and the bar ends in a hatched part. A legend under the list names the bar Given and, when a row has a refund, the hatched part Refunded. A sentence under it reads "The longest bar is the largest, and each label shows its share." A row with part of a split transaction says "includes a split transaction".
• Gifts: an open row lists each gift with its date, its category (on Recipient) or its recipient (on Category), and its amount. A row with more than 50 gifts gives the count instead. See all in the ledger opens the gifts in the ledger. A gift with no payee is listed as "No recipient recorded", and that row has no ledger link.

What counts as a gift

A gift is a transaction in either of these:

• A category whose group is in the Generosity money bucket.
• A category with the heart (the Generosity badge on the Categories page).

A category counts once even when it has both. A hidden category still counts, and on this page its name is followed by a small hidden label (the printed statement leaves the label out). A refund in one of these categories lowers the total. Gifts from off-budget accounts are never counted.

Year-end statement

The Year-end statement card below the list opens a printable record of your gifts. See Print a year-end giving statement.