Finance filtering

Use the filter button and search by any of the criteria available in the People section, or the criteria listed below. When you filter in the Finances area you will see a running total of all the listed transactions. A filter will show you the running total of transactions from that filter. 

Filter categories

General

Criteria name

Description

NationBuilder ID

This is the unique ID that all records get when they are first entered into your database.

Transaction type

This can be:

  • Donation

  • Expenditure

  • Expenditure refund

  • Invoice

Individual transaction amount

Amount of transaction.

Transaction date

Date of transaction.

Payment type

This can be:

  • Cash, Check

  • EFT

  • In-kind

  • Credit/debit card

  • Money order

  • Wire transfer

  • Square

  • ActBlue

  • Apple Pay

  • Google Pay

  • Customer credit

  • Square

  • Customer credit

  • Prepaid

  • Other

Added by (person

When the transaction is manually added by a control panel user, their name is listed as the "added by" person.

Donations

Criteria name

Description

Credit card authorization

Donation NGP ISD

FEC type

Federal Election Commission transaction type. This can be:

  • C: Contribution: 1

  • E: Exempt legal expense: 2

  • F: Offsets: 3

  • G: Debt owed to committee: 4

  • I: Interest: 5

  • L: Loan: 6

  • M: Loan from candidate: 7

  • T: Transfer: 8

  • O: Other: 9

Fundraiser

The person who raised this money from the donor or referred them to donate.

File first imported from

The filename of the file the donation was imported from.

Split off a larger donation

A was/was not option for whether the donation being entered was split from a larger one.

Corporate contribution

An is/is not option for whether the donor checked the Corporate contribution box on the donation page.

Donated on page (slug)

Slug of the page where the donation was made.

Donated from mailing (slug)

Slug of the email blast that the donation was made from.

Donation check number

Check number by which the donation was paid.

Donation election cycle

Election cycle during which donation was received.

Donation tracking code

Will filter for each signup as a whole when excluding a tracking code. So, if you filter for tracking code is 'not A' it will exclude all donors who have donations with other tracking codes and donations without any tracking code.

Donation type

This can be:

  • One-Time

  • Installment*

  • Monthly

  • Annual

*Installments are only available in nations that have third-party payment processors connected. See this article for more information on third-party processors.

Recurring donation status

This can be:

  • Active

  • Canceled

  • Completed

  • Failed*

  • Failing*

*Failing is the status when one or more monthly payments have failed. Failed becomes the status once 5 attempts have been made and all have failed.

Expenditures

Criteria name

Description

Finance type

Options here are:

  • Consultant - Fundraising

  • Consultant - General

  • Consultant - Other

  • Consultant - Polling

  • Fundraising

  • Office Expenses

  • Office Rent

  • Other

  • Staff - Campaign Manager

  • Staff - Field Director

  • Staff - Other

  • Voter Contact - Direct Mail

  • Voter Contact - GOTV

  • Voter Contact - Phones

  • Voter Contact - TV

Transfer

  • is transfer

  • is not transfer

Supported person or organization

Opposed person or organization

Expenditure check number

Check number used to pay expenditure

Expenditure election cycle

Election cycle during which expenditure was made.

Expenditure election period

Election period during which expenditure was made.

Expenditure tracking code

Tracking code assigned to the expenditure.

Invoices*

Invoices are only available on older accounts that are still using 3rd party processors

Criteria name

Description

Amount paid

Amount of the invoice paid.

Amount disclosed

Amount subsidized

Amount of invoice that was subsidized.

Invoice name

Name of person invoiced

Company name

Name of company being invoiced

Reference

  • is

  • contains

  • does not contain

  • starts with

  • ends with

  • exists

Status

  • All

  • Pending

  • Active

  • Canceled

  • Completed

  • Failed

Days to pay

Number of days given to pay invoice.

Closed date

Date the invoice was paid/closed.

Sent date

Date invoice sent.

Start of period

Day the invoice period starts/started

End of period

Day the invoice period ends/ended

How to target people
Filter categories
How to use relative date ranges in filters
How to target households

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