Problem/Motivation

There are two other types of transactions that can be tracked for an organization. That of "in-kind" donations.

An in-kind donation is a non-monetary contribution where a person or business gives or receives goods, services, or resources instead of cash. Examples include donating clothing to a shelter, offering free legal advice, or providing event space. Nonprofits record these at their estimated fair market value

The values of in-kind donations do not mix directly the way income and expenses do. so they should never add to the values of either of those categories, However, organizations still ought to be able to track them.

Proposed resolution

I propose adding the following values to the "transaction_type" so it looks like this

  • - Expense
  • - Income
  • - In-kind donation received
  • - In-kind donation made

On reporting, the sums would be kept separate from the income and expense, and net sums.

The two new types would be added to filters too.

Remaining tasks

User interface changes

API changes

Data model changes

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Start within a Git clone of the project using the version control instructions.

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Comments

swirt created an issue. See original summary.

swirt’s picture

I am willing to work on this. Would you prefer that the two new transaction types were behind a new setting like "Allow tracking of in-kind donations."

swirt’s picture

Status: Active » Needs review
swirt’s picture

Screen caps are visible in the MR.

swirt’s picture

Assigned: swirt » Unassigned

swirt’s picture

Status: Needs review » Fixed

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swirt’s picture

Thank you for merging this @sujan shrestha. When you have a chance, please address #9 ^^

Status: Fixed » Closed (fixed)

Automatically closed - issue fixed for 2 weeks with no activity.