Understanding Transaction Lists

Transaction Lists are useful for giving you information about your income, but to make use of them you should understand what they're showing you.

In Donorfy, a Transaction is made up of two 'halves' - the Payment (e.g. £100), and it's Allocation (e.g. Donation - £100). See this article for more information.

It's possible to have more than one allocation per payment, a split gift in other words - e.g. £100, for allocations of £70 donation and £30 subscription.

Each element - the payment and allocations - represent a separate row in a Transaction List.

So if you want a List of Payments, make sure the Filter contains this:

  • Type equals Payment

And if you want a List of Allocations, the Filter should contain:

  • Type equals Allocation

If you don't filter on type you will get 3 rows in your Transaction List, for the split gift example, or 2 rows for the single allocation example.

PLEASE NOTE: Allocation rows do not contain Payment-specific data such as Campaign code. And conversely, Payment rows do not contain Allocation-specific data such as Fund code.

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