---
title: "Finance Tab"
slug: "finance-tab"
updated: 2026-04-21T22:02:18Z
published: 2026-04-21T22:02:18Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance Tab

The Finance Tab on a person's profile page is used to show and manage the financial data associated with an individual contact record.

Depending on the packages your system has, and your role permissions, the following tabs are available. ![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-0AL23CCR.png)

#### Activity

Shows the transactions for this donor. You can filter to different years.

**Move to a different Contact** allows you to move all of the transactions from this contact to another. [More information here](/v1/docs/moving-transactions).

**Export** generates a PDF,Excel,CSV report of the transactions shown on the screen.

**Statement** enables you to generate a statement for this contact which can be filtered by Date range, Account code and if used, Pledge drive.

#### Pledges

Shows the list of pledges associated with this contact and allows you to create and manage them.

- Add a Pledge [See here for more information](/v1/docs/adding-a-pledge)
- Edit a Pledge [See here for more information](/v1/docs/editing-a-pledge).
- Cancel a Pledge [See here for more information](/v1/docs/cancelling-a-pledge)
- Delete a Pledge [See here for more information](/v1/docs/deleting-a-pledge)
- Manage a pledge. This allows you to review and adjust individual payment dates in the schedule, e.g. to change the amount, fees or date.

#### Giving Number

Shows you the current giving number for this contact and whether it is shared with others.

#### Donor Analysis

Gives a visual representation of the giving, either by pledge or inferred from their giving history. [See here for more information](/v1/docs/recurring-donor-analysis)

#### Receipts

Provides a list of receipts that have been created for this donor. It also allows you to filter them by dates or status. Use this screen to see current or voided receipts.

#### Gift Aid

When the Gift Aid package is enabled, this provides a screen to show their gift aid approvals and enables you to add new ones.