Journal Columns

When your journal view is set to List or Household, you can edit the columns in the journal to display the information you want to see. By default, you see the Date, Original Account, Type, Description, Pledged, Received and Attachments columns.

To sort the list by a particular column, click the column title. To customize the columns, click Choose columns. The Choose columns to show in the list screen appears. You can choose from a variety of columns to see different data about journal items.

To narrow down a column, click on the All categories drop down menu and select a category, such as Transaction Fields or Contact Fields, or search for a column in the search bar. Select or clear the checkbox next to the column you want to appear or remove. To quickly select or clear the values for these fields, click Select all or Clear all. After you make your selections, click Apply Changes.

To change the column order, drag and drop the column on the Journal page.

After you add or remove columns or change column order, you can click Restore Defaults to return default column settings.

Column Details

Date

Displays the date the journal item was entered.

Original Account

Displays the name of the household member for the journal item. This column is only displayed when the household or split household views are used.

To access the Home page of an account through the Original Account column on the Journal page, select the name in the column. The account's Home page appears.

Type

Displays the type of journal item.

Description

For gifts, pledges, payments, recurring gifts, split transactions, upgraded pledges, and disbursements, the description displays the fund selected on the transaction. For soft credits, it displays the soft credit amount. For recurring gift schedules, it displays the installment amount. For notes, it displays the first line of the note text. For contacts, it displays the contact subject. For calendar items, it displays the title.

Pledged

Displays the pledged amount on transaction items. Negative amounts display in parentheses. This column is blank for notes, contacts, and calendar items. A total appears at the top of the list for pledged amounts.

Received

Displays the received amount on transaction items. Negative amounts display in parentheses. This column is blank for notes, contacts, and calendar items. A total appears at the top of the list for received amounts.

Attachments

Displays attachments to the journal entry. Journal entries that allow attachments include gifts, pledges, pledge payments, disbursements, recurring gifts, contacts and notes.