Recording what you give
A named list of who received what, kept through the year — including anything you gave before Ramadan, which counts against this year rather than getting lost.
Working out what you owe is half of it. The other half is keeping track of what you actually gave — which is where most handwritten records fall apart, because it goes out in pieces over weeks.
The giving list
Giving starts as Nothing given yet, with the hint Add names and amounts as you give.
Add giving records a label and an amount. The label is a name or a description — whatever will still mean something to you next year.
Entries are grouped by the day you gave them, newest day first, with a running total under each date. Every name is listed — a day on which you gave to twenty people shows twenty rows, and each one can be tapped to edit, or deleted from the ⋮ at its end (Delete this entry — Businessly asks first). Nothing is summarised away.
Giving early
Money given before Ramadan still counts for this year. Businessly detects the date and tags it EARLY, attributing it to the year it belongs to.
The year then shows Given so far (early) and, while you are ahead of the calculation, PAYING EARLY.
Knowing where you stand
The year header carries the running position:
- STILL TO GIVE — what remains
- {pct}% given — how far along you are
- gave {amount} extra or {amount} short once the year is settled
Editing
Edit giving corrects a mistake. The list is a record of what happened, so it is worth keeping accurate rather than approximate.
It starts empty every year
The giving list is one of the things that deliberately does not carry forward — Starts empty each year. Last year's recipients are last year's.
Giving stays open after locking
Locking a year makes the assets and rates final, not the giving — Giving is never locked. Keep recording payments all year; the difference updates as you go. You can keep recording what you give long after the calculation is settled — which is how it usually happens. A locked year says so at the top: Locked on 7 Feb 2027 · giving still open.
Give is the fourth of the four steps at the top of the worksheet; it ticks once you have given the whole due.
See Locking a year.