Reconciling deposits that come from Tithe.ly Giving can be done quickly by using the "Deposit Reports" tool. By using this tool, you can view all deposits Tithe.ly has made into your bank account. We'll guide you through how to navigate each section of Deposits below.

Quick Menu:

How to View Summary Details of a Bank Deposit Report

How to View the Transactions of a Bank Deposit Report

How to Export a CSV of a Bank Deposit

How to Export a Specific Date Range of Bank Deposits

How to Mark a Deposit as Reconciled

Please Note: The first step of these sections is to login to your Tithe.ly Admin account.


How to View Summary Details of a Bank Deposit Report

Video: How to View Summary Details of a Bank Deposit Report

How to:

  1. Select Giving on the left-hand menu.

  2. Select 'Bank Deposits' from the Giving menu.

  3. Find the bank deposit you'd like to view.

  4. Click on the bank deposit to view a summary of the bank deposit.


How to View the Transactions of a Bank Deposit Report

Video: How to View the Transactions of a Bank Deposit Report

How to:

  1. Select Giving on the left-hand menu.

  2. Select 'Bank Deposits' from the Giving menu.

  3. Find the bank deposit you'd like to view.

  4. Click on the bank deposit to view a summary of the bank deposit.

  5. On the deposit details card, scroll down to the bottom of the page.

    Click the 'View All Transactions' button to view transactions of a bank deposit.


How to Export a CSV of a Bank Deposit

Video: How to Export a CSV of a Bank Deposit

How to:

  1. Select Giving on the left-hand menu.

  2. Select 'Bank Deposits' from the Giving menu.

  3. Find the bank deposit you'd like to view.

  4. Click on the bank deposit to view a summary of the bank deposit.

  5. On the Deposit card, click the 'Download CSV' button

    A pop-up may appear asking you "Do you want to allow downloads on “app.tithely.com”?" Select Allow.

  6. A file will download to your computer. Depending on your settings, this may go to your Downloads folder, Desktop or other pre-selected location.


How to Export a Specific Date Range of Bank Deposits

Video: How to Export a Specific Date Query of Bank Deposits

How to:

  1. Select Giving on the left-hand menu.

  2. Select 'Bank Deposits' from the Giving menu.

  3. Click the '+Filter' button.

  4. Select your Date Range.

  5. Click the 'Apply' button.

  6. Click the download icon in the upper right corner of the page.

    A pop-up may appear asking you "Do you want to allow downloads on “app.tithely.com”?" Select Allow.

  7. A file will download to your computer. Depending on your settings, this may go to your Downloads folder, Desktop or other pre-selected location.


How to Mark a Deposit as Reconciled

Video: How to Mark a Deposit as Reconciled

How to:

  1. Select Giving on the left-hand menu.

  2. Select 'Bank Deposits' from the Giving menu.

  3. Find the bank deposit you'd like to view.

  4. Click on the bank deposit to view a summary of the bank deposit.

  5. Click the 'Mark as Done!' button to mark a deposit as reconciled.

    When a deposit has been marked as reconciled, it will have a green check mark in place of the 'Mark as Done!' square and the reconciled date on the right.


If you have any questions, please reach out to our support team at support@tithe.ly.

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