Meeting Treasurer
About Meeting Treasurer

Simple bookkeeping for your group's treasurer

Meeting Treasurer helps the treasurer of a recovery group, club, or small organization track money in and out and produce a clean treasurer's report — automatically, and shareable as a PDF. It's set up for a group by its treasurer; members and viewers join by invitation.

Everything a treasurer needs

What it does

The treasurer's report, automatically

Starting balance, money in by fund, money out by expense, ending balance — calculated for the period since your last business meeting. Always adds up, always ready.

Share any report as a PDF

Tap to share a clean PDF of any report — text it to the group or save it for your records.

Venmo, on autopilot

Venmo payments flow into your books automatically — each one read by its memo and filed to the right fund. No re-typing, nothing to chase down.

Add co-treasurers or viewers

Invite co-treasurers or viewers so coverage never falls apart and the handoff is painless.

Funds & prudent reserve

Split money across funds and earmark a prudent reserve, so you always know what's truly available to spend.

Understand your spending

See monthly averages and where the money actually goes, so you can answer questions at the meeting with confidence.

A built-in audit log

Every entry is tracked — who added, edited, or removed it, and when — so the books stay accountable and easy to review.

Log it in seconds

Money in or money out, the fund, an optional note — done in seconds, right after the meeting.

Frequently asked questions

How do I get access?

Meeting Treasurer is set up for your group by its treasurer. Ask them to send you an invitation — it arrives by email, and accepting it creates your personal account and connects you to the group. If you were expecting an invitation and don't see it, check your spam folder or ask your treasurer to resend it.

My group doesn't use Meeting Treasurer yet. Can I set it up?

Groups are set up by the person who serves as treasurer (or an incoming treasurer taking over the books). If that's you and you'd like to learn more, email [email protected] — we're happy to help you get started.

What can each member see and do?

Every group has an owner (usually the treasurer), and can have co-treasurers and viewers. Co-treasurers can record and edit entries alongside the owner; viewers can read the ledger and reports but can't change anything. Everyone sees the same honest numbers.

Is my group's data private?

Yes. Your group's records belong to your group — they are not sold, mined, or used for advertising, and there are no tracking or advertising cookies. Access to a group's books is limited to its invited members. The full details are in our Privacy Policy.

What happens when the treasurer rotates?

Treasurer terms end — Meeting Treasurer is built for that. The outgoing treasurer hands the books to the next person with a built-in ownership transfer, and the group keeps its full history: every entry, report, and audit-log record.

Can we get our records out?

Always. Your group's complete ledger can be exported as a CSV file at any time, and reports can be shared as PDFs. Your records are never held hostage.

Does it work on the web too?

Yes. Meeting Treasurer runs on iPhone, Android, and in any modern web browser — the same group, the same books, everywhere.

Which payment apps can it import?

Venmo payments (United States) can flow into your books automatically. You can also record any payment by hand in seconds, whatever way your group collects money.

How do I get help?

Email [email protected] and a real person will get back to you.