Raise More does not have a one-click reconcile tool. The Donations table has no built-in reconciled checkbox or automatic match-against-statement feature. For a connected Stripe account, Payments separately shows the processor balance and payout information.
What you can do is use the Donations page to filter donations to the same window as your statement, read the total from the footer row, and then fix any gaps by editing, adding, or importing records. This article walks through that workflow.
Open your donation records
Open Donations in the left navigation.
This opens the Donations table, which lists every donation in your account. Each row shows the Date of Donation, donor First Name and Last Name, Amount, Receipt ID, AB Refcode, Fundraising Page, Line Item ID, Disbursement ID, Card Type, Date Imported, and Recipient Committee, among other columns.
Filter to the period or processor you are checking
Use the filter builder at the top of the Donations table to narrow the list to the same set you are comparing against. Useful filter fields include:
Donation date to limit to a single day or reporting period. Match the date basis and timezone used by the processor report; a donation date and the processor’s displayed payment or settlement date can differ.
Date Imported to find records added during a specific sync or upload.
Amount to find donations above or below a value.
Ref Code, Ref Code 2, and Fundraising Page to isolate donations from a specific ActBlue page or link.
Recipient Committee when you have more than one committee.
Is Recurring? with "Is a recurring contribution" or "Is not recurring".
Donation Source to filter by the tags you have applied to donations.
You can also type in the quick search box on the Donations page to find a donor by name.
Total the amounts to compare
After you apply a filter, a footer row appears at the bottom of the Donations table showing the sum of the Amount column for all matching rows. Click the value in the footer to switch between sum, average, minimum, and maximum.
First match individual gifts to the processor report using the amount, donor and payment or receipt identifier. The Donations footer totals stored donation amounts; it is not a net bank-deposit total. To reconcile an actual payout, use the processor’s itemized payout or balance report and account for fees, refunds, disputes, adjustments and settlement timing before matching the net payout to the bank. A matching donation sum alone does not establish that a bank period is reconciled. See Stripe’s guidance on financial reports.
Account for refunds
Refunded donations stay in your records and are marked, not deleted. A refunded donation shows its amount with a line through it and a red Refunded badge in the Amount column.
Connected processor updates can mark a full refund or reduce a partially refunded donation’s stored amount. A fully refunded row can display the original amount crossed out even though the footer sums the stored Amount field. Use the Is Refunded? filter to review or exclude refunded gifts when appropriate, and check individual records against the processor report. Do not subtract a partial refund a second time if it is already reflected in the stored amount. Keep processor fees and dispute adjustments separate; the Donations footer is not a full processor ledger.
Check ActBlue donations
ActBlue donations flow in automatically. Each donation arrives as its own record with its AB Refcode, Fundraising Page, and Line Item ID filled in, which you can match against your ActBlue report.
The ActBlue integration includes duplicate-event handling, but identifiers and corrections still need to be checked against the actual source report. If you still see two identical donations for the same gift, confirm they are not actually two separate contributions before deleting one.
Find missing or extra donations
If a donation is on your statement but not in Raise More, add it (see below) or re-import the source file.
If a donation is in Raise More but not on your statement, open it and confirm the date and amount are correct. Use the Edit action to fix a wrong amount or date.
To find a specific gift, filter by Ref Code, Donor Full Name, or Amount, then compare the row’s visible Line Item ID with the source report.
Add a single donation by hand
For a paper check or a one-off gift that is not in your records:
On the Donations page, click New donation.
In the Add Donation window, search for and select the contact the donation belongs to.
Enter the Amount (USD) and Date.
Optionally fill in Receipt ID, Reference Code, Fundraising Page, Line Item ID, Donor Email, Donor Phone, and any Tags.
Click Add Donation.
To correct an existing record, use the Edit action on its row and click Save Changes.
Import a batch of past donations
If you are reconciling a large set of past gifts, import them instead of adding them one at a time:
Go to the Import page.
Choose the Donations option.
Follow the column-mapping steps to upload your file.
Imported donations appear on the Donations page with a Date Imported value so you can tell them apart from records that came in automatically.
Tag donations to track your own reconciliation status
Raise More has no built-in reconciled flag, but you can use donation tags as your own marker. Name the tag precisely: checking a gross gift amount does not mean a disputed gift has settled or a bank payout has been reconciled. From a donation row's action menu, click Manage Tags to add a tag such as a deposit date or a label like "matched". You can then filter the Donations table by Donation Source to see which donations you have already checked. Manage the list of available tags under Donations then Donation Tags.
When numbers still do not match
If you have checked the date basis, identifiers, fees, refunds, disputes and payout timing and still cannot explain a difference, contact support with the date range and the two totals you are comparing. Share sensitive statements only through a private support channel.