Can I import all my donation history?

Yes! If you exported your donation history from ItsDeductible before it shut down, you can import it. To continue adding new donations beyond $500 total, you'll need to upgrade. Visit https://charityrecord.com/how-it-works/ to see how the import and year-round tracking flow works end-to-end.

Can I cancel anytime?

Yes! Cancel anytime. You'll keep access until the end of your paid period, and you can export anytime.

Do you offer refunds?

We offer a 30-day refund policy for new accounts. See charityrecord.com/terms for eligibility.

One price, everything included

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Everything included

Seven donation types (items, cash, mileage, stock, vehicles, digital assets, art)
Import from ItsDeductible (CSV/XLSX)
Export CSV, PDF, HTML, or TXF for tax software or your preparer (see samples )
Multi-year history
30-day refund policy for new accounts (see terms )

Free up to $500 in donations tracked • Upgrade anytime for unlimited tracking

Questions about pricing?

Can I import all my donation history?: Yes! If you exported your data from ItsDeductible before it shut down, you can import everything. All years are viewable and exportable. The $500 limit only applies to new donations you add after import. See how the full flow works.; Didn't export before the shutdown? You may be able to request your data from Intuit.
Can I cancel anytime?: Yes! Cancel anytime. You'll keep access until the end of your paid period, and you can export anytime.
Do you offer refunds?: We offer a 30-day refund policy for new accounts. Refunds are available within 30 days of payment unless premium exports were generated. See our terms for eligibility.
What are the free tier limits?: Free accounts have two limits:

$500 total donations: Once you reach $500, upgrade to add more donations. You can still edit or delete existing donations.

Export formats: Free accounts can export CSV only. PDF, HTML, and TXF exports require a paid subscription. (See samples )

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