Treasurer for 501(c)7 , social club.

Soundlady

I really need income and expense for monthly report. Budget. Dues , and income and expense for

1 fundraiser. Don't need donor list.

Which Quicken will be best.

I use Quicken Deluxe for my personal.

NotACPA

I've used Q as the Treasurer of several clubs, with much success.

My only question regards your dues: How are they assessed and paid? And how often. Would you need to keep track of whether a member is current in their dues?

And, as I'm sure you know, Q can handle investments (if you club has those) but it can't handle payroll or "mark-up" on items donated for a fundraiser. So a bit more info about that fundraiser could help in the review.

jacobs

I really need income and expense for monthly report. Budget…

Quicken Deluxe provides this.

…Dues…

What exactly do you need here? Do you create/send invoices to each member and record who has paid and who hasn't? Invoicing and tracking receipts and receivables falls under the capabilities in Quicken Business & Personal. For instance, if you have 1,000 members, generating those invoices and payment each year might be a lot of work; other software geared for member management might be better suited to the task if you can feed lit a list of member emails and have it generate and send invoices automatically.

Soundlady

Thank you for questions. Dues are paid once a year. Verified just when paid. Roster is kept by Secretary.

No payroll on anything including fundraiser.

Fundraiser is just income and expense totals.

Soundlady

Dues are once a year. No invoices just need a list of who paid.

NotACPA

https://community.quicken.com/discussion/comment/20488526#Comment_20488526

But are items donated to the fundraiser? Do you need to provide tax receipts to such donors?

Soundlady

It is a craft fair where vendors rent a space from us. They collect for their items. We are not involved in sales. We rent the church and divide into spaces.

We include a bake sale and garage sale which items are donated by members and paid to us. No receipts.

If we put the fundraiser as a category and put the income and expense, do we use business and personal or classic deluxe.

I would like the one with the best budget capabilities.

jacobs

Dues are once a year. No invoices just need a list of who paid.

If you record payments as individual deposits, or split lines of a deposit if you combine multiple payments into a single deposit, you could easily get a list of who paid if you record the individual's name in the Memo field and add a "Dues" tag to the transaction or split.

I would like the one with the best budget capabilities.

There are no additional budget capabilities in Business & Personal, so if Deluxe fits your needs currently, and you don't need the business capabilities, then there's your answer.