Everything is on the Documents page.
Monthly statements. Each month's statement appears a few days after the month ends, and you can download it as a PDF. Statements go back to the month your account opened. Statements cover the whole account, so they're only available to members who can see every Fund. If your organization moved from the previous Devote app, earlier months are labeled "Before the move to Devote Savings."
Fund allocation report. Shows how the account is divided across Funds as of the latest saved balance.
Treasurer report. A PDF with balances, deposits, withdrawals, interest, Funds, releases and corrections. Choose last month, this month to date, this fiscal year to date, last fiscal year, or your own dates (up to one year). It's marked provisional, with the reasons listed, if any part of the period isn't covered by a verified statement yet. A Primary Admin or Admin can choose Issue this report to keep a fixed version. Reissuing the same period creates a new version with a reason, and the earlier version is kept.
Form 990 worksheet. For members who can see every Fund. It covers any of the last three completed fiscal years and gives savings balances, interest and activity to hand to your tax preparer. It isn't a tax return.
Set your fiscal year's starting month in Settings → Organization. Dates are in Eastern Time.
To get records out of Devote Savings, download statements and reports as PDFs, or send your activity to QuickBooks.
Still have a question? Email support@usedevote.com, or browse the Help Center.
