Track gifts and thank-you notes

The Gifts (in your dashboard: Gifts) page keeps every gift in one list, so you know who to thank and for what. Gifts guests tell you about through a cash fund show up here on their own. You add the rest, like registry gifts and gifts handed to you in person.

Read the summary

Three counts sit at the top of the page:

• "Gifts received": gifts marked Received.
• "Thank-yous owed": received gifts whose thank-you hasn't been sent.
• "Awaiting confirmation": gifts with the status Pledged.

Below them, each cash fund shows how much has been received, for example "Honeymoon fund: $500 received".

Filter the list

Use the buttons "All", "Thank-you owed" and "Pledged, awaiting confirmation", and the source menu ("Any source") to narrow the list. The sources are:

• "Fund": a guest told you they sent money to a cash fund.
• "Registry": a gift from your registry.
• "In person": a gift handed to you.
• "Other".

Add a gift

1. Open the form

   Choose "Add gift".

2. Pick the source

   Choose a "Source". If you pick "Fund", also pick the "Fund" the gift is for.

3. Say who it's from

   Search for a guest under "Guest", or type a name under "Or type a name".

4. Add the details

   Fill in "Gift" (for example "KitchenAid mixer"), an optional "Amount ($, optional)", the "Status" (Received or Pledged) and any "Notes".

5. Save

   Choose "Save gift".

Link a gift to a guest

When a gift has only a typed name (a guest who told you about a fund gift, or a name you typed yourself), it isn't tied to your guest list. In the "From" column, choose "Link to guest", search for the guest, and pick them. Linking lets the thank-you export use their mailing address.

Mark gifts received and thanked

On each row, click "Mark received" once the money or gift has arrived (accept the e-Transfer in your bank first; "Undo" puts it back to Pledged). Received gifts count toward a fund's progress bar on your site. Tick the "Thank-you" box once you've sent your note.

To update several at once, tick the boxes on the left of the rows. A bar shows how many are selected, with two buttons: "Mark received" and "Mark thank-you sent".

Only gifts marked Received count toward a fund's progress bar on your site. See Set up a cash fund with Interac e-Transfer.

Export for thank-you cards

Choose "Export CSV" to download the list. It includes a mailing address for each gift, taken from the linked guest or their household, so you can print labels or mail merge. Gifts with only a typed name have no address until you link them to a guest.

Get an email when a guest sends a gift

By default we email you when a guest says they sent a gift. To stop these emails, turn off "Email me when a guest says they sent a gift" near the top of the page.

Delete a gift

Choose the trash icon on a row. We ask "Delete this gift?" before removing it.

If you delete a cash fund from your registry, its gifts stay in the list and the fund name is followed by "(removed fund)".