Agreed. This is a basic and very essential requirement. I'm currently spending hours trying to reconcile the Givebutter Wallet statement with the individual daily payout exports. I need a monthly report of all transactions, including a campaign column.

Use case:

Title: Ability to generate merchant-style monthly statements

Description:

The user would like the ability to generate downloadable monthly merchant-style statements within Givebutter.

Specifically, statements that include:

Currently, users must export raw transaction data and manually sort or calculate this information. Having a formal, downloadable monthly statement would greatly improve financial reconciliation, bookkeeping, and reporting processes.

Need a monthly statement feature like any bank provides. This is a no-brainer, yet we don't have that option and have to manually go, filter, sort transactions at the end of each month.

Agreed. This is basic accounting 101. Every account needs a monthly statement. Please provide this ASAP! Especially if you want users to promote this fundraising platform and have many transactions per month.

Monthly statement feature is a no-brainer should have been a base feature before GiveButter has been launched. Had I knew there wasn't a statement feature, I would have avoided this platform, but now I'm stuck waiting for the feature. Please account for customers like me and get it done. This has been ongoing for 4 years and no fix....

How is this not a base feature! Monthly statement are needed for accurate bookkeeping!

My client has been using GiveButter for a few months now. They’ve really appreciated the platform for the most part, but there are no monthly statements. Part of our role as accountants is to reconcile the balance of the GiveButter platform with our accounting records. Unfortunately, I can’t find a place where the account balance is even available. Under Payouts, there’s a list of the amount that is available to be withdrawn, grouped by campaign, but this isn’t good enough. It is quite easy for GiveButter to provide a monthly account statement and it’s an essential feature for any company working with the platform, so I’m perplexed why it isn’t already an option in the system.

Please add a monthly statement feature that is available on other donation and money collection platforms. It is essential for book keeping. Having to aggregate at the transaction level is time consuming and prone to errors.

I was very surprised that this isn't a basic feature of the free plan in order to supply this information to our bookkeeper. Please add this ASAP.