The New Lodge Treasurer Workbook

About this book

Learn the job by doing it.

This workbook goes with The New Lodge Treasurer course, one section per session. You’ll practice on a sample lodge’s records before you touch your own: count a dinner cash box, sort a month of transactions, reconcile a bank statement, track the relief and endowment funds, build a budget, and spot the warning signs of trouble.

• Check-your-understanding questions for every session
• Realistic practice exercises with worked answers
• Fill-in pages that document YOUR lodge’s accounts, signers, funds, and deadlines, so the next treasurer inherits a real handoff binder
• Reproducible forms: dinner count sheet, dues transmittal slip, reimbursement request, relief grant record, bank reconciliation, monthly report, trustees’ audit checklist, and more
• A word search for every session and a review crossword

Large 8.5 x 11 format with room to write. No ritual or private work of any order.

The treasurer books are general education for volunteers. They are not individual tax, legal or accounting advice; for your organization's specific situation, consult a qualified professional.

For the lodge secretary: our Masonic trestleboard template has a dated trestleboard for every month of 2027, meeting notices and an officer roster, made for Microsoft Word. There is a free one-month sample to try first. The Lodge Secretary Kit 2027 bundles it with our Lodge Treasurer Forms for $17.99.