Quickstart tutorial

Sign up with your email, then create your committee. You'll choose the committee type up front:

• Town committee — a party committee. Contributions are limited per donor per calendar year.
• Candidate committee — a single candidate's campaign. You'll enter the office sought, district, primary and election dates, and whether the campaign participates in the Citizens' Election Program (CEP). These drive your contribution limits and filing calendar.

The committee type can't be changed later, so pick carefully. Your committee's address and contact details can be filled in anytime from the Settings page.

From the Members page, invite the rest of your committee by email. Roles control what each person can do:

• Treasurer and Assistant Treasurer can record and edit financial activity — donations, expenses, bank connections, and filings.
• All other roles (Chairperson, Secretary, and so on) have read-only access to financial records.

Invitees receive an email link, set a password, and land directly in your committee. You can run the whole quickstart solo and invite people later.

Head to Donations and add your first contribution. Two ways to get data in:

• Manual entry — record cash, check, or card donations one at a time.
• Anedot import — upload the CSV export from your Anedot account. Duplicates are detected automatically, refunds are skipped, and each row is checked against your contribution limits before import.

Connecticut requires itemized donor details — address, employer, and occupation — for any contribution of $50 or more. The suite flags each donation's compliance status automatically, and the dashboard shows a running compliance summary so nothing surprises you at filing time. Contribution limits (calendar-year for party committees, per-phase office-based limits and CEP caps for candidates) are checked as you enter each donation.

On the Expenses page, record each expenditure with a category — printing, postage, signs, consulting, and so on. Categories map directly to official SEEC purpose codes, so your exported filings use the right codes without any manual lookup.

From the Bank page, connect your committee checking account via Plaid. Transactions import automatically and stay in sync, and you can match deposits and withdrawals to the contributions and expenses you've recorded — an easy ongoing reconciliation check that your books match the bank.

The Filings page shows your filing calendar: quarterly periods, plus — for candidate committees — the statutory "7th day preceding" pre-primary and pre-election statements.

For any period, export a pre-filled eCRIS workbook: Form 20 for town committees and municipal or probate campaigns, Form 30 for statewide and General Assembly campaigns — the suite picks the right form for you. Review the preview totals, download the .xls file, and upload it at seec.ct.gov. Once it's submitted, mark the period as filed to keep your calendar current.