Account preferences

Settings → Preferences, or karani.co/account/settings.

karani.co/account/settings

Everything on one page. Click Save all at the end of each section.

Budgets

The most important section — see Setting your goals for the full walkthrough.

Setting	Notes
Fiscal year start month	Drives every “this year” calculation. Usually January or July.
Yearly pledge goal	How much you need pledged. Usually your annual budget.
Next year pledge goal	The same for next year. Optional but useful.
Yearly gift goal	Leave blank — Karani derives it from your pledges.
Monthly gift goal	Leave blank unless your giving is genuinely seasonal.

Time frames

Two thresholds that decide who appears in two reports.

Out of touch donors — months without any interaction before a donor is flagged in Out of Touch Donors. Default 6.

Unthanked donors — months after a gift before a donor is flagged in Unthanked Donors. Default 6.

Tune these to produce lists you'll actually work

A threshold that produces 300 names gets ignored. Set them so each report gives you a list you can clear in one sitting.

Most people end up tightening unthanked to one or three months — a thank-you six months late isn’t much of a thank-you — and leaving out of touch at six.

General preferences

How many items — how many records appear per page on every listing page: contacts, gifts, search results.

Raise it before doing bulk work. Selecting 100 contacts is far easier at 100 per page than at 15.

International fields — adds a Country field and adjusts postal codes. Turn it on if you have contacts outside your own country, and turn it on before importing them, or country data has nowhere to map.

Display currency — the currency symbol used throughout.

Technical preferences

Rich text editor — gives you a toolbar in Notes fields for bold, italic, lists, and links.

Worth turning on if you write substantial notes. Leave it off if you like plain text.

Repeating tasks — enables the repeating tasks feature.

Other settings on this page

• Birthday reminder emails and days before birthday — see Upcoming Special Days
• Potential duplicates threshold and advanced mode — see Merging duplicates

Saving

Each section has its own Save all. Changes aren’t saved until you click it.

Preferences are per account

If you have more than one account, each has its own preferences. Changing your fiscal year in one doesn’t change it in another. See Switching accounts.