Add and update households

A household is whoever a tax receipt is made out to: usually a family, or a person who gives on their own. Gifts are recorded against households.

Steps

1. On the home page, press Households.
2. To find one, type part of a name, street or email in Find a household and press Find.
3. To add one, fill in Add a household at the bottom:
   • Name for the receipt, as it should appear on the receipt, for example John and Mary Smith;
   • Mailing address, one line per row;
   • Email, if you have it.
4. Press Add the household. Its page opens.
5. To add the people in it, open Add a person, type their names and press Add the person.
6. To fix the name or address later, open Change the name or address, make the change and press Save the changes.

Good to know

• A receipt can't be issued without a mailing address. A household with none shows a note saying its receipt will be held. Add the address as soon as you have it.
• Use one household for a couple who give together, with both names in Name for the receipt. If they want separate receipts, make two households.
• Each household's page shows its gifts this year and the total. To look back, press the link for the year before, for example See 2025.
• Recording gifts: see Record gifts from the offering or the mail.
• For a church with a school, each family's page also has Children at the school and Tuition. See Record children at the school, and tuition.