Track charitable donations and maximize tax deductions with organized records and tax-ready reports
Your accounts, statements, and bills in one spreadsheet
Stage
Startup
Not given
Founded
2025
Not given
Based in
US
US
Pricing model
Free
Freemium
Pricing
Not given
Free sample spreadsheet with example data. Starter: $4/month (or $48/year, save $8) for up to 3 banks. Plus: $9/month (or $108/year, save $18) for up to 8 banks and 3 brokerages. Add-ons: More connections $1.50/month or $15/year each; Investment history $3/month or $30/year.
Key features
Photo receipt capture that automatically reads and fills in donation details
IRS compliance checking for deductible donations
Tax report generation with PDF, spreadsheet, TurboTax import, and receipt archive
Community feed to follow friends and discover campaigns
Privacy controls with private, followers-only, and public sharing options
Goal tracking by amount, cause, number of gifts, or organization
Dashboard showing total giving, tax savings, goal progress, and impact history
IRS-registered charity search and lookup
Credit card statements and payment tracking
Recurring subscription detection
Built-in budgets and charts
Investment tracking with holdings
Weekly summary email
Import from other budgeting apps
Google Sheets and Excel sync
Read-only bank access via Plaid
Download as Excel, LibreOffice or CSV
What makes it different
2026 tax deduction: tracks up to $1,000 cash gifts for standard deduction filers
Automatic receipt reading and donation data extraction
Complete tax filing integration with TurboTax import
Social community for charitable giving discovery and tracking
Ready-made charts and budgets built into your spreadsheet, not in a separate app
Own your data in Google Sheets or Excel instead of in the app
Low starting price from $40 a year
Free sample spreadsheet to try without connecting a bank
DonateMate
Aggregate Finance