Download Bank Reports

Navigating the financial aspects of church management is made easier with Tithely's export features. If you've ever needed to create a comprehensive record of your bank deposits, this guide is tailored for you. From single deposit summaries to detailed reports over custom date ranges and even personalized deposit downloads, we'll show you step-by-step how to seamlessly export CSV files of your bank deposits through Tithely. Perfect for those seeking efficient ways to manage and analyze financial data, this guide ensures you have the tools to keep your finances streamlined and transparent.

How to Export a CSV of a Bank Deposit

  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.
  6. 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 Export a Specific Date Range of Bank Deposits

  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 and click the Apply button.
  5. Click the download icon in the upper right corner of the page.
  6. 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 Customize the Bank Deposit Download

  1. Log into Tithely.
  2. Select Giving.
  3. Select Bank Deposits.
  4. Select the deposit you would like to customize. 
    Note: This will need to be done individually for each deposit.
  5. On the right, in the Transactions card. Select the Arrow Icon in the top right.
  6. While viewing the transactions select the columns icon in the top right. 
  7. Select the fields you would like to display or hide for this deposit.
  8. Select +Filter.
  9. Entere a Date Range.
    Note: This date should correlate with the deposit you are viewing.
  10. Select Download CSV icon in the top right to download your customized deposit report.
  11. A pop-up may appear asking you "Do you want to allow downloads on “app.tithely.com”?" Select Allow.
  12. A file will download to your computer. Depending on your settings, this may go to your Downloads folder, Desktop or other pre-selected location.
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