Step 1 — Set up the group the way your group actually works
When you create a group you choose its funds (where money comes from — for example Group Contributions and Literature), its expense categories (where money goes — Rent, Literature, Coffee & supplies), and how often your business meeting falls, so reports cover the right period automatically. If your group keeps a prudent reserve, you can earmark it — the dashboard then shows what's truly available to spend, not just the raw balance.
Enter your current balances as a starting point and the books are accurate from day one — no need to reconstruct history. Then invite people by email: co-treasurers who can record entries alongside you, and viewers who can read everything but change nothing.
Step 2 — Recording money takes seconds, not Sunday afternoons
Each entry is just: money in or money out, the amount, the fund or category, and an optional note. Most treasurers log the basket and any bills right after the meeting, and they're done in under a minute.
If your group passes a digital basket, Venmo contributions (United States) can flow into the books automatically — each payment is read from its notification email and filed to the right fund by its memo. You can also track any payment method your group uses — cash, check, Venmo, or anything else — and see exactly how much is sitting in each.
On the iPhone app, entries you make without a signal — say, in a church basement — queue up safely and sync when you're back online.
Step 3 — The business meeting, minus the scramble
The treasurer's report is always current: starting balance, money in by fund, money out by category, and the ending balance, calculated for the period since your last business meeting. Nothing to build, nothing to reconcile — every number traces back to a real entry in the ledger.
At the meeting, read it straight from your phone or share it as a clean PDF — text it to the group, email it, or file it with the minutes. Between meetings, the dashboard answers the questions members actually ask: where does the group stand, what did we spend, and how does that compare to a typical month.
Built for accountability
Money in a 12-step group is a matter of trust, so Meeting Treasurer keeps a built-in audit log: every entry records who added, edited, or removed it, and when. Anyone in the group sees the same numbers, and the owner can set limits on how far back co-treasurers may edit.
Built for rotation
Treasurer terms end — that's the point. When your term is up, hand the books to the next treasurer with the built-in ownership transfer. The group keeps its entire history: every entry, every report, every audit record. And your records are never locked in — the full ledger exports as a CSV file at any time.
Questions about cost? See Pricing — one small subscription covers the whole group, with a free 30-day trial. Or browse the treasurer guides for practical help with the job itself.