Latest Posts
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Event Fund Accounting Made Simple
Are your events really making money for your organisation? For many clubs, charities and volunteer-led organisations, events are an important part of fundraising. Whether it’s an annual dinner, golf day, summer fete, awards evening, competition or fundraising event, the objective is normally the same: raise money while giving members and supporters a great experience. But…
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How to Account for Grants in Your Club Accounts (Treasurer’s Guide)
By Jim Snelson September 16, 2026 Reading time: 8 minutes A grant lands in your bank account and, for a moment, everything feels straightforward. Then the questions start. Is it income this year, or next? Does it belong in the profit and loss account at all, or on the balance sheet? What do you tell…
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Emailing Your Members, Without the Spreadsheet Gymnastics
Getting a message to your members usually starts the same way. Export the membership list, open your own email account, paste in a column of addresses, and hope you’ve got the right people — and that nobody who left last year is still on it. Then somebody replies to all. Somebody else says they never…
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🚀 New Transaction Import
Importing a bank statement is the quickest way to get a month of transactions into Clubtreasurer. The import itself has never been the slow part — the slow part is the stage straight afterwards, where you work down the draft rows deciding what each one actually is. One line covers two different things and needs…
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Connect Your Own Website to Clubtreasurer
If your club or charity has its own website, there’s a good chance someone is manually keeping it in sync with Clubtreasurer — retyping membership numbers into a spreadsheet, updating a “members” page by hand, or maintaining a second copy of billing data somewhere else. It’s tedious, and it’s exactly the kind of thing that…
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Why Membership Management and Accounting Software Should Be One Decision, Not Two
Running one system for member management and another for finances can end up being a nightmare…. Many clubs, societies and charities spend a lot of time comparing accounting software. They look at products such as Xero, QuickBooks, FreeAgent and other low-cost accounting packages and ask sensible questions: Unfortunately, many organisations stop there. What they often…
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Treasurer Handover Checklist: A Smooth Transition for Clubs and Charities
A practical treasurer handover checklist for clubs, charities and societies. Ensure a smooth transition and help new volunteers get up to speed quickly. One of the biggest challenges faced by volunteer-run clubs, charities and community organisations isn’t finding a new treasurer – it’s what happens when the current treasurer steps down. For many organisations, years…
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How to Manage Work-in-Progress (WIP) Assets and Capitalisation
By Jim Snelson June 2, 2026 If you are tracking a Work in Progress (WIP) asset that needs to be capitalised later, follow this guide to ensure your expenditures are tracked correctly without prematurely impacting your Profit and Loss (P&L) statement. Phase 1: Setting Up the WIP Asset Before capitalising your asset, you must ensure your existing…
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How to Do a Bank Reconciliation for a Club or Society (Treasurer’s Guide)
By Jim Snelson May 26, 2026 Reading time: 7 minutes If you’ve just taken over as club treasurer — or you’ve been doing it for years but never quite trusted that the numbers line up — bank reconciliation is the single most important habit you can build. It’s also one of the most misunderstood. This guide explains…
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Common Mistakes Cricket Club Treasurers Make (And How to Avoid Them)
Making sure you get it right first time saves a lot of time! Being a treasurer of a cricket club comes with its own set of challenges. It’s not just about balancing the books — it’s managing a seasonal business, multiple income streams, and a membership base that ebbs and flows throughout the year. Most…