What is the Money Tab?
Meetup has made it easier for Organizers to keep track of funds received from Membership Dues, event payments and sponsorships, as well as group expenses, in one convenient location: the "Money" tab.
Currently, only the group Organizer can add, edit or delete transactions.
Organizers have the option to make the "Money" tab public to their group Members so that Members may see group expenses and funds collected. Members can see the transactions but they can't add, edit or delete transactions, nor see who made which payments.
Assistant Organizers will only have access to the Member view of "Money" when it is made public by the Organizer.
An Organizer may make the "Money" tab public or private at anytime. Non-group Members can NOT see the content of the Money tab, even when the Money tab is made public to group Members.
*To make "Money" public, simply click the "Make public to members" link just above the Meetup group's "Summary" section.
* To make "Money" private, simply click the "Make private to members" link just above the group's "Summary" section.
* To review what Members will see when the "Money" tab is made public, an Organizer can use the "Switch to Member view" link just above the Meetup group's "Summary" section. An Organizer may go back to the more in depth view by clicking the "Switch back to Organizer view" link
The "Your Meetup Group's Summary" section provides a running ledger of funds received from Membership Dues, event payments and sponsorships, as well as expenses noted by the group Organizer. The "Net" total reflects the difference between the funds received, "Total Cash In", and the expenses noted by the group Organizer.
The left side of the "Your Meetup Group's Summary" section will include a color-coded graph of all cash received and group expenses.
Green = Membership Dues
Blue = Event payments
Yellow = Sponsor Payments
Red = Expenses
* Membership dues, event payments and sponsorship funds received via PayPal must be manually entered by the group Organizer.
*Please Note: Groups that have Sponsors found by Meetup HQ and who are receiving money from HQ will have the sponsor payments show up automatically in "Your Meetup Group Summary." Groups that display sponsors they found on their own will have to add sponsor payments manually.
* Membership dues, event fees and sponsorship funds received via Amazon Payments will automatically be entered in the "Your Meetup Group's Summary".
* All expenses must also be manually entered by the group Organizer.
Use the "Record a transaction" link just under the "Your Meetup Summary" to manually:
* Record membership dues received
* Record event payments received
* Record sponsor payments received
* Record an expense paid
To record membership dues received
Click the "Record a transaction" link, then select, "Record membership dues received" from the drop down menu. Enter the Member name to locate the Member's profile, then enter the date the Membership dues were received and the amount. Click the "Record membership dues" button to save.
*Please Note: You must have Membership dues turned on to record a Membership due you have received. If you do not, you will be prompted to first turn it on.
To record event payment received
Click the "Record a transaction" link, then select "Record event payment received" from the drop down menu. Select the name of the event you received a payment for from the "Event" menu. Enter the name of the Member you received the payment from to locate their Member profile, then enter the date you received the event payment, the quantity the payment covers and the amount received. Click the "Record payment" button to save.
* Please note: There must be a Meetup event scheduled with an attendee charge to sue the "Record event payment received" function.
To record a sponsor payment received
Click the "Record a transaction" link, then select "Record event payment received" from the drop down menu. Enter the name of the sponsor, then the date of sponsorship funds received and the amount. Click the "Record sponsor payment" button to save.
Meetup HQ facilitated sponsorships will be automatically entered.
Click the "Record a transaction" link, then select "Record an expense paid" from the drop down menu. Enter the details of the expense, such as a venue, company name or person (maximum 120 characters), then enter the date the expense was paid and the total amount of the expense. Click the "Record expense" button to save.
For a quick review of specific transactions types and date ranges, the "Filter transactions" link is available just below the "Your Meetup group's summary" section.
You can display specific transaction types (Membership dues received, Event payments received, Sponsor payments received or Expenses paid) by selecting the type in the "Display" section. You can then view the filtered transaction type by "All dates" or a specific date range by removing the check mark next to "All dates" and then specifying the exact date range. You will notice that the "View" message above the filtered data will indicate the current transaction type displayed and any date ranges selected.
You can easily export the information located in the "Money" tab to an MS Excel file, Quicken Interchange file or into an RSS feed.
To export your group transactions, simply click the "Export all transactions" link just below the "Your Meetup group's summary" section and select either:
* Tab-delimited format to export as an MS Excel file
* Quicken Interchange format
* Quicken Interchange format (filtered)
* RSS Feed
You can establish the proper currency for all of your transactions by doing the following:
1. Go to http://www.meetup.com/ and sign in
2. Go to your group's homepage
3. Click "Group Settings" from the left-side panel
4. Click "Optional Features"
5. Scroll down to the "Default Currency" section
6. Select your currency then click "Submit" to save
