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Volunteer Treasurer How To’s

Our Most Popular Content & Resources for Volunteer Treasurers.

22 Treasurer Tips

As a volunteer treasurer for a non-profit organization, it is not enough to be honest; you must also take steps that will enable you to back up your honest treasury practices. Here are 22 essential tips for treasurers. Read More


Would You Make a Good Treasurer? (Quiz)

So, think you’d make a good treasurer for your club or organization? Take our simple quiz to find out if you’re a good match. Our questions will tell what time of participation, accountability, transparency, effectiveness and efficiency you’d have as a treasurer. After you submit your quiz, we’ll tell you what your score means! Read More


IRS Form 990 Instructions

All Tax-exempt organizations must file their income, expenses and other financial information via a Form 990 every year. If your organization has gross receipts under $50,000, you may file a very simple e-Postcard called a 990-N. If you take in less than $200,000 in gross receipts and less than $500,000 in total assets, you must fill out the 990-EZ. Organizations that exceed the 990-EZ limits must file a 990. Read More

Download The Treasurer's Compass eBook

Treasurers Compass

Best practices, checklists & procedures for the volunteer treasurer. Get yours!

More Nonprofit Resources

Sample Reports

Bank Reconciliation

Treasurer Transitions

Fundraising

Give the Treasurer's Report

Sample Forms & Letters

Federal Tax Guide

Banks & Insurance

Treasurer How To's

Budgeting Help

Productive Nonprofit Board Meetings

Nonprofit Leadership Guide

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Connect to Your Venmo Account

venmoConnect your Venmo account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

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Connect to Your Stripe Account

StripeConnect your Stripe Account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Square Integration:
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MoneyMinder Store featuring Cheddar Up Integration

MoneyMinder StoreSet up a MoneyMinder Store free. Just pay 0.4% /transaction*

Setup and activate a custom, secure online store in your PRO account. Collect payments for anything: fundraisers, membership dues, event tickets and more!

*Transaction fees apply for credit card and e-check purchases.

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Connect to 12,000+ Banks

Bank Integration MoneyMinderConnect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import bank transactions
— Read-only bank feeds
— Stringent Security, Privacy and Compliance
— Integrate Square and PayPal

Included in the MoneyMinder Bank Integration add-on for $59/year.

Search over 12,000 banks to see if your institution is supported. Not sure about a full bank integration? The add-on also gives you the ability to import QFX, QBO, or OFX reports.

Email us to turn on Bank Integration: [email protected]

Connect to Your Square Account

SquareConnect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Square Integration:
[email protected]

Connect Your PayPal Account

PaypalConnect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your PayPal Integration:
[email protected]

Get More for Your Membership with Join It

JoinItJoin It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.

Integrate MoneyMinder and Join It to automatically sync up your membership and payments. Membership payments are imported into your Join It bank account and Members are inserted into your MoneyMinder contacts seamlessly when they are created or updated.

There is no additional charge for this integration.

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