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 every deposit Tithe.ly ever made into your bank account. Attached are videos following each specific feature of the bank deposits page. See below for written instructions.

View Details of a Bank Deposit Report

View Transactions of a Bank Deposit Report

Exporting a CSV of a Bank Deposit

How to Mark a Deposit as Reconciled

Exporting a Specific Date Query of Bank Deposits

View Details of a Bank Deposit Report:

  1. Choose 'Bank Deposits' from the Giving menu on the left
  2. Find the bank deposit you'd like to view
  3. Click the green arrow symbol on the right to view details of a bank deposit

View Transactions of a Bank Deposit Report:

  1. Choose 'Bank Deposits' from the Giving menu on the left
  2. Find the bank deposit you'd like to view
  3. Click the green arrow symbol on the right of the view details of a bank deposit
  4. On the deposit details card, scroll down to the bottom of the page
  5. Click the 'View All Transactions' button to view transactions of a bank deposit

Exporting a CSV of a Bank Deposit:

  1. Choose 'Bank Deposits' from the Giving menu on the left
  2. Find the bank deposit you'd like to view
  3. Click the green arrow symbol on the right to view details of a bank deposit
  4. On the Deposit card, click the 'Download CSV' button
  5. Click the excel document tab titled 'giving-statements' that loads in the bottom left of the page to export a CSV of a bank deposit's transactions

How to Mark a Deposit as Reconciled:

  1. Choose 'Bank Deposits' from the Giving menu on the left
  2. Find the bank deposit you'd like to view
  3. Click the green arrow symbol on the right to view details of a bank deposit
  4. Click the 'Mark as Done!' button to mark a deposit as reconciled

Exporting a Specific Date Query of Bank Deposits:

  1. Choose 'Bank Deposits' from the Giving menu on the left
  2. Find the bank deposit you'd like to view
  3. Click the green arrow symbol on the right to view details of a bank deposit
  4. Click the download icon in the upper right corner of the Bank Deposits Card


5. Choose Export Date Range details: Date Range type, Date Available, or Date Available Before

6. Click the green 'Export' button

7. Click the excel document tab titled 'bank-deposits' that loads in the bottom left of the page to export a specific date query of bank deposits

And that's it! That's all you need to know about Version 2 of the Bank Deposits page. If you have any questions please reach out to our amazing support team at support@tithe.ly :)

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