Free Donation & Giving Tracker Spreadsheet Template for Google Sheets & Excel
Sixteen rows, and each one takes the date, the organisation, what kind of gift it was, how often it goes, the amount, and whether you have the receipt. The Free Donation & Giving Tracker spreadsheet template keeps a frequency column to separate a one-time gift from a standing one, leaves the type column free text so your own distinction holds, and puts its How to Use guide on a second tab. Google Sheets or Excel, one file. No macros, no VBA, no sign-up.
The FinancialAha Free Donation & Giving Tracker Spreadsheet Template is a one-sheet workbook for Google Sheets and Excel, with a How to Use guide on a second tab. It works as a Free Donation & Giving Tracker Excel template and a Free Donation & Giving Tracker Google Sheets template from the same download. This Free Donation & Giving Tracker spreadsheet template records a gift per line with the date, the organisation, what kind of gift it was, how often it is given, the amount and whether you have a receipt. No macros, no VBA, no sign-up.
The FinancialAha Free Donation & Giving Tracker Spreadsheet Template runs on a single working sheet, with the instructions on a tab of their own. It works in both Microsoft Excel and Google Sheets and here is what the Free Donation & Giving Tracker spreadsheet holds.
01of 01
Donations
A row per gift: when it was made, who received it, what kind it was, the amount, and whether you hold a receipt for it. A strip above totals the giving and counts the entries.
The receipt column is the one worth keeping honest, because a gift you cannot evidence is a different thing at year end from one you can, and a column of yes and no is far easier to act on in January than a memory. The type column is free text, so whatever distinction matters to you - cash against goods, one-off against regular - is yours to define, as long as you keep it consistent.
One limit to be clear about: there is no deductible column here, so the total is everything you gave rather than the part that might be claimable. Separating those is what the Essentials build does.
Donations
Included guide
How to Use
A step-by-step guide on its own tab, covering how to replace the sample values and how to change the currency. Because it ships inside the file, the instructions travel with the template wherever it is opened.
Works in both Google Sheets and Excel
Free Donation & Giving Tracker Spreadsheet template for Google Sheets
Upload the Free Donation & Giving Tracker Spreadsheet Template to Drive, right-click it, and choose "Open with Google Sheets". This Free Donation & Giving Tracker Google Sheets template needs no conversion step and nothing gets rewritten on the way in - the total recalculates exactly as it does in Excel. The currency dropdown beside the title relabels the amount column.
Free Donation & Giving Tracker Google Sheets template setup
A shared copy of the Free Donation & Giving Tracker Google Sheets template suits a couple giving jointly, where either might make a donation and neither wants to reconstruct the year from bank statements. Sheets version history covers an entry typed over.
Sharing the Free Donation & Giving Tracker Google Sheet
The Free Donation & Giving Tracker Google Sheet is filled in as gifts are made rather than at year end, which is the whole point - donations are scattered across a year and easy to lose track of, and a receipt is far easier to file in the moment than to chase months later.
Free Donation & Giving Tracker Spreadsheet template for Excel
The Free Donation & Giving Tracker spreadsheet Excel download is a plain .xlsx. Excel opens this Free Donation & Giving Tracker Excel template directly, with no import step and no compatibility prompt, and the total updates as rows are added. There are no macros and no VBA in the file, so it opens without a security warning.
The same Free Donation & Giving Tracker Excel template opens in Excel on Windows, Excel on Mac, and Excel for the web. It is also the identical file you would upload to Drive, so there is no separate Free Donation & Giving Tracker spreadsheet download to choose between.
The Free Donation & Giving Tracker spreadsheet Excel file carries no macros and no VBA, so Excel opens it without a trust prompt - which matters when a record is passed to whoever prepares your return.
Opening the Free Donation & Giving Tracker spreadsheet Excel file
Nothing in the Free Donation & Giving Tracker Excel template is version-specific, so this Free Donation & Giving Tracker spreadsheet Excel workbook behaves identically in Excel on Windows, Excel on Mac, and older builds.
The FinancialAha Free Donation & Giving Tracker Spreadsheet Template records each gift on a row of its own and totals what was given. It has no deductible column, so that total covers everything rather than any particular part of it. The Essentials Donation & Giving Tracker Spreadsheet Template for Google Sheets and Excel takes thirty, adds a deductible marker on every donation and reports that subtotal separately from the overall figure, carries a running year-to-date total down the rows, and identifies the largest single gift - with a chart alongside.
Notes on working in the Free Donation & Giving Tracker spreadsheet template
The strip totals every amount given, beside a count of the rows filled in.
There is no deductible column, so the total is everything given rather than any claimable portion.
The type and frequency columns are free text, and nothing groups or filters on them.
What is deductible, and what evidence is required, depends on where you are and on your own circumstances.
The dropdown beside the title relabels the amount column. It changes the label and nothing else.
How the Donation & Giving Tracker template works
The Free Donation & Giving Tracker Spreadsheet Template records a gift per line: when it was made, who received it, what kind of gift it was, whether it is one-time or recurring, the amount, and whether you hold a receipt. A strip above totals the giving and counts the entries. The receipt column is the one worth keeping honest, because a gift you cannot evidence is a different thing at year end from one you can. One limit: there is no deductible column here, so the total is everything you gave rather than any claimable part of it.
When this template helps
01
You give across the year and want it written down before the year ends.
02
You want a record of which gifts you actually hold receipts for.
03
Two of you give jointly and neither wants to reconstruct it from statements.
04
Whoever prepares your return has asked for a list.
Tips to get the most out of it
The receipt column is the one worth keeping honest - a gift you cannot evidence is a different thing at year end from one you can.
Consistent wording in the type column is what makes a later sort or filter work, since nothing enforces it.
Logging gifts as they happen rather than at year end is the difference between a record and a reconstruction.
Common mistakes to avoid
Reading the total as a deductible figure. It is everything you gave, and the two are rarely the same.
Leaving the receipt column blank and intending to check later. That is the entry that goes missing.
Mixing what a gift was with how often it was given in the same column. Pick one meaning and keep to it.
Relying on a spreadsheet for what qualifies. That depends on where you are and belongs with a tax professional.
How to Use the Free Donation & Giving Tracker Spreadsheet Template
1
Date the gift
When the donation was actually made.
2
Name the organisation
Who received it, as you would recognise them later.
3
Enter the amount
What was given. The total above updates as you go.
4
Record the receipt
Whether you hold evidence - far easier now than in the spring.
We use Claude AI to draft each template, after a deep research. Then our team steps in. We refine the layout, stress-test every formula, fix edge cases, and polish the design until it feels like something we would actually use ourselves. The AI gets us 80% there. The last 20% is all human judgment.
Excel
Sheets
No signup
Download instantly, no email required
Formula-driven
All calculations update automatically
Dual compatible
Works in Excel and Google Sheets
Sample data included
See the template in action right away
Frequently Asked Questions
What is the difference between the free and Essentials Free Donation & Giving Tracker spreadsheet template?
Free is a single-sheet starter template with sample data and a How to Use guide. Essentials ($19) is the fuller build - more capacity, more detail, and more worked out for you rather than typed. This template has no Ultimate build. What each tier holds differs by template - the comparison table on every template page lists it exactly.
Which Free Donation & Giving Tracker spreadsheet template should I download?
Upgrade to Essentials if you want a dashboard with charts, more categories, larger capacity, and a more polished spreadsheet for ongoing use. The Free version is a good fit for one-off planning or trying out the layout.
Can I upgrade the Free Donation & Giving Tracker spreadsheet template later?
Essentials is a one-time $19 purchase with no subscription. It typically adds a full dashboard, 30-50% more categories or rows than the Free version, and richer formulas. Most buyers upgrade after using the Free version for a few weeks and hitting its limits.
Is the FinancialAha Free Donation & Giving Tracker Spreadsheet Template a Google Sheets template?
Yes. Upload the file to Drive and choose "Open with Google Sheets". Nothing needs rewriting in the Free Donation & Giving Tracker Google Sheets template, and a shared copy suits a couple giving jointly.
Is the FinancialAha Free Donation & Giving Tracker Spreadsheet Template an Excel template?
Yes. The download is a plain .xlsx, so the Free Donation & Giving Tracker Excel template opens directly in Excel with no import step. There are no macros and no VBA, which matters when the record is passed to whoever prepares your return.
Will the Free Donation & Giving Tracker spreadsheet Excel file open in older versions of Excel?
Yes. The Free Donation & Giving Tracker spreadsheet Excel workbook ships as a plain .xlsx, so it opens identically in current Excel and in builds that predate dynamic arrays.
Does the FinancialAha Free Donation & Giving Tracker Spreadsheet Template separate deductible gifts?
No. There is no deductible column in this build, so the total is everything you gave rather than any particular part of it. A deductible marker on each gift, and a subtotal reported separately, are on the Essentials build.
Does the Free Donation & Giving Tracker spreadsheet tell me what I can claim?
No, and it does not try to. What is deductible and what evidence is required depend on where you are and your own circumstances, which is a question for a tax professional rather than a spreadsheet.
How many donations does the Free Donation & Giving Tracker spreadsheet hold?
Sixteen, with twelve filled in the sample. The Essentials build takes thirty, with a running year-to-date total on every row. For a seventeenth here, right-click a row inside the table and choose Insert - the total expands to include it.
Is the Free Donation & Giving Tracker spreadsheet template safe to download?
Yes. No macros, no sign-up, no tracking. The file is a plain .xlsx that opens directly in Excel or Google Sheets.
How do I open the Free Donation & Giving Tracker spreadsheet template in Google Sheets?
Upload the .xlsx file to Google Drive, then open it with Google Sheets. All formulas and formatting will be preserved.
Can I use the Free Donation & Giving Tracker spreadsheet template for commercial work?
All free templates are released under CC BY 4.0 (Creative Commons Attribution). You can use, modify, and share them freely - including for commercial purposes - as long as you credit FinancialAha.com. They are provided as-is and do not constitute financial advice.
