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