Examples
Examples
Try the starting example
- Gift records: gift ID, collected amount $
- A,100 B,200
- Receipt records: receipt ID, referenced gift ID, documented amount $
- R1,A,100 R2,B,150 R3,C,50
- Recorded collected gifts ($)
- $300.00
- Receipt amounts matched to known gifts ($)
- $250.00
- Known-gift amount not documented ($)
- $50.00
- Known-gift over-documentation ($)
- $0.00
- Receipt amount referencing unknown gifts ($)
- $50.00
- Known gift IDs below documented amount
- B
- Unknown referenced gift IDs
- C
Try another scenario
- Gift records: gift ID, collected amount $
- A,100 B,200
- Receipt records: receipt ID, referenced gift ID, documented amount $
- R1,A,100 R2,B,200 R3,C,50
- Recorded collected gifts ($)
- $300.00
- Receipt amounts matched to known gifts ($)
- $300.00
- Known-gift amount not documented ($)
- $0.00
- Known-gift over-documentation ($)
- $0.00
- Receipt amount referencing unknown gifts ($)
- $50.00
- Known gift IDs below documented amount
- None
- Unknown referenced gift IDs
- C
Calculation method
Calculation method
Recorded collected gifts ($)
Sum unique supplied gift record amounts.
Receipt amounts matched to known gifts ($)
Sum receipt values whose referenced gift ID exists.
Known-gift amount not documented ($)
Sum max(0,gift−matched receipts) by gift.
Known-gift over-documentation ($)
Sum max(0,matched receipts−gift) by gift; do not net against other missing receipts.
Receipt amount referencing unknown gifts ($)
Sum receipt values referencing absent gift IDs.
Known gift IDs below documented amount
List gifts with matched receipt amount below collected amount.
Unknown referenced gift IDs
List distinct unknown IDs for investigation.
Symbols and units
- a
- Gift records: gift ID, collected amount $
- b
- Receipt records: receipt ID, referenced gift ID, documented amount $
Use the units shown. A list keeps the order in which you enter its values. The symbol ^ means “raised to the power of”.
Assumptions & limits
Assumptions & limits
- A document-to-gift reconciliation. It does not issue tax receipts, determine donor deductibility or prove a recorded document is valid.
Are these inputs private?
These calculations run in your browser. A shared link contains the values you choose to share. Only questions submitted to the separate AI finder are sent to OpenAI.
Further reading
Charity Commission: funds and reserves background; no universal reserve target ↗
Background reading; this does not imply endorsement or independent review of SumFizz.