---
title: "Understanding Transaction Activity in Your Profile - Finance Tab"
slug: "transaction-activity-profile-finance-tab"
description: "infoodle person profile Finance tab: filter transactions by year, eye icon detail popup, move or export transactions, statements, pledges, receipts, Gift Aid."
updated: 2026-10-17T04:36:00Z
published: 2026-10-17T04:36:00Z
canonical: "help.infoodle.com/transaction-activity-profile-finance-tab"
---

> ## 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.

# Understanding Transaction Activity in Your Profile - 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)

## Transaction Activity

Shows the transactions for this donor. Use **Transactions For Year** to filter to a different year, or choose **Any time** to see them all.

- Each of this contact's transaction rows has an **eye icon** at the right-hand end.
- Click it to see more detail for that one transaction, such as the payment method, the campaign and the receipting settings.
- The detail opens in a **popup** over the profile, so you keep your place in the list.
- Close the popup with the **X** in its top right corner, by pressing Escape, or by clicking outside it.

For everything the popup can show, see the [Transaction Detail Popup (the Eye Icon)](/v1/docs/transaction-detail-popup-eye-icon) article.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-UYHKET1H.png)

> **Some rows have no eye icon**. Collective transaction rows cover several transactions at once, so there is no single transaction to show. A row is also left without one when you are not allowed to see that particular transaction. The income transactions further down the tab do not have the eye icon either.

#### Activity buttons

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-CISGJ8QJ.png)

- **Move to another contact** allows you to move all of the transactions from this contact to another. You see this button if your role has the Manage, Read and report on transactions permission, see more on [moving transactions](/v1/docs/moving-transactions).
- **Export** generates a PDF, Excel or 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. See [Pledges on Profile screen](/v1/docs/pledges-on-profile-screen) for more information.

#### 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.