[Finance] Hackerspace financial software and processes

James Nylen jnylen at gmail.com
Thu Dec 4 02:49:03 CET 2014


Hi, I'm James Nylen, the treasurer at Red Mountain Makers in Birmingham, AL.

I'm very interested in getting our financial and membership workflows
streamlined.  Here are the common tasks I've automated so far:

- Pull transactions from bank websites and PayPal, and load them into
GnuCash
- Allow viewing and basic editing through a web interface on top of GnuCash

Here's what I think are the next steps:

- Streamlining the way we record cash membership payments, and cash and
non-cash donations
- Report active and lapsed membership (several different types; paid via
PayPal and cash/checks)
- Generate monthly financial reports, and maybe even projections

What do your processes look like for these items?  Anything that has worked
particularly well or badly, and anything else I should be thinking about?

Thanks,
James
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