Raise More does not have a one-click reconcile tool. There is no reconciled checkbox, no balance screen, and no automatic match-against-statement feature.
What you can do is use the Donations page to filter donations to the same window as your statement, read the total from the footer row, and then fix any gaps by editing, adding, or importing records. This article walks through that workflow.
Open your donation records
In the left navigation, click Donations.
Click All Donations.
This opens the Donations table, which lists every donation in your account. Each row shows the Date of Donation, donor First Name and Last Name, Amount, Receipt ID, AB Refcode, Fundraising Page, Line Item ID, Disbursement ID, Card Type, Date Imported, and Recipient Committee, among other columns.
Filter to the period or processor you are checking
Use the filter builder at the top of the Donations table to narrow the list to the same set you are comparing against. Useful filter fields include:
Date of Donation to limit to a single day, deposit window, or reporting period.
Date Imported to find records added during a specific sync or upload.
Amount to find donations above or below a value.
Ref Code, Ref Code 2, and Fundraising Page to isolate donations from a specific ActBlue page or link.
Recipient Committee when you have more than one committee.
Is Recurring? with "Is a recurring contribution" or "Is not recurring".
Donation Source to filter by the tags you have applied to donations.
You can also type in the quick search box on the Donations page to find a donor by name.
Total the amounts to compare
After you apply a filter, a footer row appears at the bottom of the Donations table showing the sum of the Amount column for all matching rows. Click the value in the footer to switch between sum, average, minimum, and maximum.
Compare the sum against the deposit or payout total on your bank statement or processor report. If they match, the period is accounted for. If they do not, the next sections cover the common reasons for a difference.
Account for refunds
Refunded donations stay in your records and are marked, not deleted. A refunded donation shows its amount with a line through it and a red Refunded badge in the Amount column.
When a refund comes in through ActBlue, the donation is automatically marked refunded. When you compare to a processor report, remember that a refunded donation still appears in the list, so your raw total may be higher than the net amount that actually reached your bank.
Check ActBlue donations
ActBlue donations flow in automatically. Each donation arrives as its own record with its AB Refcode, Fundraising Page, and Line Item ID filled in, which you can match against your ActBlue report.
Raise More drops exact duplicate ActBlue webhook payloads, so a replayed identical event will not create a second donation. If you still see two identical donations for the same gift, confirm they are not actually two separate contributions before deleting one.
Find missing or extra donations
If a donation is on your statement but not in Raise More, add it (see below) or re-import the source file.
If a donation is in Raise More but not on your statement, open it and confirm the date and amount are correct. Use the Edit action to fix a wrong amount or date.
To find a specific gift, filter by Ref Code, Line Item ID, Donor Full Name, or Amount.
Add a single donation by hand
For a paper check or a one-off gift that is not in your records:
On the Donations page, click New donation.
In the Add Donation window, search for and select the contact the donation belongs to.
Enter the Amount (USD) and Date.
Optionally fill in Receipt ID, Reference Code, Fundraising Page, Line Item ID, Donor Email, Donor Phone, and any Tags.
Click Add Donation.
To correct an existing record, use the Edit action on its row and click Save Changes.
Import a batch of past donations
If you are reconciling a large set of past gifts, import them instead of adding them one at a time:
Go to the Import page.
Choose the Donations option.
Follow the column-mapping steps to upload your file.
Imported donations appear on the Donations page with a Date Imported value so you can tell them apart from records that came in automatically.
Tag donations to track your own reconciliation status
Raise More has no built-in reconciled flag, but you can use donation tags as your own marker. From a donation row's action menu, click Manage Tags to add a tag such as a deposit date or a label like "matched". You can then filter the Donations table by Donation Source to see which donations you have already checked. Manage the list of available tags under Donations then Donation Tags.
When numbers still do not match
If you have filtered, totaled, and accounted for refunds and still cannot explain a difference, contact support with the date range and the two totals you are comparing.