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Exports & accounting imports

MonthFund records each gift in your campaign report. You can download a standard spreadsheet for humans or an accounting-oriented CSV with stable column names, ISO timestamps, and Stripe references for reconciliation.

How to export

  1. Sign in at your dashboard.
  2. Open Campaign Report (org admins).
  3. Set filters if needed, then choose Accounting CSV (or append layout=accounting to the export URL).
  4. Optional: append includeDonorContact=0 to omit donor email from the file when your bookkeeper does not need contact details.

Reconciliation basics

Each row is one donor payment (gross components: base, optional extra gift, optional fee coverage). Stripe payouts to your bank are aggregated and net of processing fees. Your ledger should tie out using your Stripe payout reports—not by expecting every bank deposit line to match a single donation row.

Recommended import paths (by product)

Vendor screens change; use their documentation for exact column mapping. MonthFund stays neutral: one consistent CSV out, you map fields in their import wizard.

QuickBooks Online

Many teams use Sales receipts or category-based imports for donation detail, and rely on bank feeds for Stripe settlement. Start from Intuit's import and bank-connection help:

QuickBooks: import from Excel or CSV

Xero

Common patterns: bank statement lines for Stripe payouts plus manual journals or spend/receive transactions for campaign detail if your accountant wants both. See Xero's bank import and transaction docs:

Xero: import a bank statement CSV

Wave

Wave supports importing transactions via CSV for many accounts. Map MonthFund columns to their required fields in Wave's import flow:

Wave: import a bank or credit card statement

Google Sheets

Use Sheets as a staging ledger: filter by campaign, pivot by fundraiser, or attach notes for your treasurer. From there you can copy summarized totals into any accounting tool.

What we are building next

Reliable exports come first. We are planning deeper workflows so activity can flow into tools teams already use—notably Google Sheets and Slack—whether through first-party connections or the automation platforms you prefer. We are not announcing ship dates here; priorities and timing are on our roadmap(public highlights first; fuller detail and feedback options for signed-in org teams).

Deeper automation guides will expand when those integrations are closer to production.

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