Switching

Where are you migrating from?

Pick what you are leaving and you will get the actual click path: how to get your donation history out of it, what the file contains, what it silently leaves behind, and how to bring it into DeductiBee. Every step was read off that product's own pages on a date printed at the bottom of its page.

Importing your own history is free on every tier, permanently, and so is exporting your raw data again later. Neither is behind the paywall, on principle: your records are yours.

Start here

Choose what you are leaving

11 guides, including the two that are not products at all: a spreadsheet, and a drawer full of paper receipts.

At a glance

Which of these will actually give you your data back

The question nobody answers before you have already committed to a product. A tracker that will not export is a tracker you cannot leave, which matters more than any feature on a comparison table.

Whether each donation tracker lets you export your own records, and in what file format
LeavingWhat it isExportFormatLink to the guide
ItsDeductibleDiscontinued servicePartlyXLSX, CSV (if exported before the shutdown)Read the guideto switching from ItsDeductible
Deductible DuckWebsite you add to your home screenOn a paid tierZIP of CSVs, CSV, PDF, HTML, TXFRead the guideto switching from Deductible Duck
DeductAble AIiPhone appPartlyCSV, PDF, TXFRead the guideto switching from DeductAble AI
DeductItiPhone app and websiteYesCSV, PDF, TXF (paid tier)Read the guideto switching from DeductIt
ItsDeductedWebsitePartlyExcel (paid tier), PDF (paid tier), TXFRead the guideto switching from ItsDeducted
Charity RecordWebsiteYesZIP of CSVs, CSV, PDF (paid), HTML (paid), TXF (paid)Read the guideto switching from Charity Record
TurboTaxA tool inside a tax returnNoPDF, Proprietary .tax fileRead the guideto switching from TurboTax
H&R Block DeductionProA tool inside a tax returnNoPDF, Paper printoutRead the guideto switching from DeductionPro
iGiveItiPhone appPartlyCSV, HTMLRead the guideto switching from iGiveIt
A spreadsheetExcel, Google Sheets, or NumbersYesCSV, CSV UTF-8, XLSXRead the guideto switching from a spreadsheet
Paper receiptsReceipts, a shoebox, or memoryNoNoneRead the guideto switching from a drawer of receipts

“Not documented” means we could not find an export described anywhere on that product's own pages, not that it has none. Each guide says exactly what we checked and when. If you know better than we do, tell us and we will fix the page.

What we learned

Five things that turned out to be true almost everywhere

Researching all eleven of these in one pass surfaced patterns that no single product's help pages would tell you. They are worth reading before you start, whichever guide you are headed for.

  • 1

    Export is almost always one tax year at a time

    Nearly every product here scopes its download to the year you have selected, and none of them documents an export-everything button. Budget one pass per year you tracked, and expect to end up with a small pile of files rather than one archive. DeductiBee takes them in any order, and importing the same file twice does not duplicate anything.

  • 2

    A TXF file is not a migration file

    Several products offer TXF and it looks like the serious option. It is a tax-software interchange format, and four separate vendors describe its limits in almost the same words: Charity Record says it carries payee name, date and amount; Deductible Duck says only items and money transfer; DeductIt says cash and items only. Item descriptions, conditions and charity addresses generally do not survive it. Take the CSV.

  • 3

    Export before you cancel, not after

    This is the mistake that costs people their history. Some products tie export access to an active subscription, at least one deletes a free account immediately and permanently on request, and the incumbent switched its export off entirely with about six weeks of notice. Get the files onto your own disk first. Deciding what to do about the subscription is a separate, reversible problem.

  • 4

    Photos are the thing that usually does not travel

    Almost no product here documents an export that packages your receipt and item images, and several store them on their servers rather than on your phone. Deductible Duck is the exception that documents including them in its full archive. Everywhere else, plan on saving photos by hand before you close an account, because an image you cannot get back is not something a later import can fix.

  • 5

    Almost nobody publishes their export's columns

    Not one product researched here publishes a schema for the file it hands you, which is why every guide on this site describes what a product records rather than promising what its file contains. It is also why DeductiBee reads your header row and shows you the mapping it worked out before saving anything, instead of assuming a fixed shape and silently dropping what does not fit.

The other half

What happens once the file reaches DeductiBee

Identical whatever you exported from, because the importer works out what the file is rather than asking you to tell it.

  1. 1Open Import in DeductiBee and pick your fileImport lives in onboarding and in Settings afterwards, so it is there whether you are new or have been using the app for a year. Choose the file from Files, iCloud Drive, or whatever app it landed in.
  2. 2Check the preview before anything is savedDeductiBee reads the file, works out which columns are which, and shows you what it found: how many donations, which tax years, and how each condition tier maps onto Like new, Good, and Fair. Nothing is written to your records until you accept that preview.
  3. 3Confirm the organizations it rebuiltMost exports list a charity name on every row rather than a separate list of organizations, so DeductiBee reconstructs the list from those rows and shows it to you to confirm or merge. Re-importing the same file later does not duplicate anything.
FAQ

Questions about moving your records

Do I have to pay to import my donation history?
No, and this is a deliberate line rather than an introductory offer. Importing your own records is free on every tier, permanently, and so is exporting your raw data again later. What the paywall covers is new capacity, the formatted exports, and sync. The pricing page spells out the split.
What file formats can DeductiBee read?
The five ItsDeductible CSV shapes (items, cash, mileage, stock and the overall summary), the spreadsheet that comes back from an Intuit data request, and generic CSV or spreadsheet exports from any other tracker. For that last group it reads your header row and works out which column is the date, the charity, the description, the condition and the value, then shows you that mapping before saving anything.
What happens if I import the same file twice?
Nothing is duplicated. The import is idempotent by design, because a multi-year migration realistically involves several files and at least one false start. You can also re-import a corrected file after fixing a column in your spreadsheet.
Will my photos come across?
Almost never, and it is worth setting that expectation before you start. Most trackers on this list store photos on their servers and none of them documents an export that packages the image files, the one exception being Deductible Duck, whose full-archive ZIP is documented as including attached receipts. Save your photos out by hand before you close an account. In DeductiBee, photos live on your device and come out with your data.
I still have not decided which tracker to move to. Should I export anyway?
Yes, and today rather than later. Several products on this list tie export access to an active subscription, one deletes a free account immediately and permanently, and one had its export switched off entirely with a month's notice. A CSV on your own disk is not something anyone can take back.
Do I need my old history at all, or can I just start fresh?
You can start fresh, and for a lot of people that is the right call: a prior year you already filed does not need to be re-entered to be valid, and your original receipts remain the substantiation. Importing is worth the effort when you want a running multi-year record, when you are still deciding whether to amend a prior year, or when the old tool is about to disappear along with the only copy.
How do you know these steps are right?
Every step was read off that product's own public pages on a date printed at the bottom of its guide, and those pages are linked so you can check them. Where a product's own pages contradict each other, the guide says so rather than picking the flattering version. Where we could not confirm something, it is in a visible list of what we could not confirm. If a step no longer matches what you see on screen, tell us and we will fix it.
After the shutdown

Bring your history. Keep your deductions.

Import what you already have, value what you give next with a source attached, and export the paperwork when you file.

Import is never paywalled

Your own data goes in free and comes back out free, on every tier, permanently.

Nothing to undo

You see a preview before anything is saved, and re-importing the same file does not duplicate a thing.

DeductiBee on the App StoreFree to start, with 20 new item entries a year. Import and raw export are free on every tier.