SwitchingWebsite

How to switch from Charity Record to DeductiBee

Charity Record is the easiest product on this list to leave, and it deserves the credit: raw CSV export is free on every account, and they say so in their terms of service rather than only in marketing. It also tracks more asset types than anyone else here, so what comes out is a set of files rather than one.

Charity Record today
Live at the time of writing. A browser-based tracker from Infoportfolio, LLC, with a free tier up to a donation-value cap and a paid plan above it. Their FAQ still lists iOS and Android apps among ideas rather than shipped products.
Can you get a file out
YesZIP of CSVs, CSV, PDF (paid), HTML (paid), TXF (paid)
CSV is free on every account. Their terms state you can export all your donation records at any time in CSV format. Only the formatted PDF, HTML and TXF outputs are described as paid.
Before you start

What trips people up moving off Charity Record

  • Export is per tax year. Their instruction is literally to export each year separately, and Download All produces a ZIP per year rather than for the whole account.
  • Generating a PDF, HTML or TXF export forfeits the 30-day refund window, per their billing FAQ.
  • Deleting a free account is immediate and permanent, per their terms. Only paid accounts get a 30-day grace period.
  • TXF is a lossy handoff rather than a migration file. Their own TXF page states it stores payee name, date and amount, and their help page notes that H&R Block Desktop aggregates a TXF into two totals.
  • Their published column lists live in the import format guide rather than in an export specification, so the export header row is documented only by reference to a different document.
Step one

Get your records out of Charity Record

Order of operations matters here for a billing reason rather than a data one. Their billing FAQ states that refunds are available within 30 days unless you generate a premium export, so producing a PDF, HTML or TXF forfeits a refund you might otherwise still want. If a paid plan lapses, their documentation says the account reverts to free-tier limits with CSV-only exports, so the CSV route stays open either way. Export CSV first, then decide about the subscription, then delete.

  1. 1Sign in to your accountCharity Record is browser-based, so this happens on whatever device is convenient. Records sync between them.
  2. 2Click Download data on the dashboardTheir help center describes exporting everything at once from Download data on your dashboard, or exporting individual donations and summaries from the Download button on any donation list page.
  3. 3Pick the tax year, then pick CSVExport is scoped to one tax year, and their own instruction is to export each year separately. Choose CSV, which their FAQ says is always available and their help center says is available to all accounts.
  4. 4Use Download All to get one ZIP for that yearCSV export produces one file per donation type: items, cash, mileage, stock, vehicles, digital assets and art, plus an overall summary. Download All bundles them into a single ZIP per year rather than making you take seven downloads.
  5. 5Repeat for every year you trackedNothing in their documentation describes a single all-years download, so a multi-year history means one pass per year.
  6. 6Think twice before generating a PDF or TXFTheir billing FAQ states that refunds within the 30-day window are void once you generate a premium export, which includes TXF, PDF, HTML and the form helpers. If a refund is still in play, take the CSVs and stop there.
  7. 7Export before you delete the accountTheir terms warn that free account deletion is immediate and permanent, with no grace period. Paid accounts get 30 days. Verify your files open before you go anywhere near that button.
Step two

Bring the file into DeductiBee

DeductiBee works out what the file is rather than asking you, so these three steps are the same whatever you exported from.

  1. 8Open 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. 9Check 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. 10Confirm 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.

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.

The honest part

What comes with you, and what does not

No migration is lossless. Knowing which half is which before you start is the difference between a move and a surprise.

Comes with you

  • Charity name and full street address
  • Donation date, per donation
  • Item description, quality or condition, quantity, value per unit and total value
  • Valuation notes, custom categories and free-text donation notes
  • Cash donations with payment type, details, receipt flag and recurring frequency
  • Mileage with miles driven, the IRS rate, and other transportation costs
  • Stock, vehicle, digital asset and art records with their specialist fields, including cost basis, acquisition method and appraisal flags

Does not come with you

  • A single combined multi-year file, since the export runs one year at a time
  • Almost all of the specialist detail, if you take only the TXF: their own page lists what it drops, including item descriptions, VINs, share counts and charity addresses
FAQ

Questions about leaving Charity Record

Do I need a paid plan to export from Charity Record?
No, and this is the most donor-friendly export policy on this list. Their FAQ states that you own your data and CSV export is always available, and their terms repeat it: you can export all your donation records at any time in CSV format. Only the formatted PDF, HTML and TXF outputs are paid.
Why does my export come out as seven files?
Because they track seven donation types separately: items, cash, mileage, stock, vehicles, digital assets and art, plus an overall summary. Download All bundles them into one ZIP per year. DeductiBee reads the item, cash and mileage files directly; the specialist asset types are outside what it tracks at version 1.
Should I export before I cancel?
Yes, though their policy is kinder than most: a lapsed paid plan reverts to free-tier limits with CSV exports still available. The real trap is different, and it is about billing. Generating a PDF, HTML or TXF export voids the 30-day refund window, so if a refund matters to you, take the CSVs only.
What does DeductiBee do with the specialist asset files?
DeductiBee version 1 covers items, cash, mileage and volunteer out-of-pocket expenses. Stock, vehicles, crypto and art are the areas where Charity Record genuinely covers more ground, which the comparison page says plainly. Keep those CSVs regardless: they are your records, and they are the substantiation for donations DeductiBee is not tracking for you.
Method

Where these steps came from

The steps above were read off Charity Record's own public pages on August 9, 2026, and those pages are linked below so you can check the work. Menus and wording in other companies' products change without notice. If something here no longer matches what you see, we would rather hear about it than leave it wrong.

What we could not confirm

  • The field lists above come from their import format guide and their help center's description of what the product records. They do not publish an export column specification, and their own help page points at the import guide for column details, so DeductiBee sniffs the headers rather than assuming the two match.
  • Whether the charity EIN appears in the exported CSV. It is a stored field but does not appear in their published import headers, so it may not round-trip.
  • What the overall summary CSV contains beyond the seven per-type files.
  • Whether the product stores receipt or photo files at all today. Their terms discuss photo uploads as a future possibility and their art format carries a photo-on-file flag rather than an image, but we found no page confirming either way, so treat photo storage as unconfirmed rather than confirmed absent.
  • The character encoding, delimiter and date format of the CSVs.
Keep reading

Next

Moving from something else

Bring it all with you

Your donation history should outlive the app you kept it in.

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

Nothing to lose in the move

Import is free, re-importing the same file does not duplicate anything, and you can export your raw data again whenever you want.

Records that stay yours

Everything lives on your iPhone, syncing only through your own private iCloud database.

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