Open Books Policy
Open Books Policy
1. Sasona Co-op has an open books policy. All current members of the co-op have a right to know all of the house's financial information (such as who owes money, how house money is being spent, etc.). (This right does not extend to knowing information that would allow someone to spend the money, such as passwords, account log-in information, PIN numbers, etc.)"
(House vote, 8-15-10.)
8. Answer financial questions from the membership. Encourage input from the membership.
9. Provide a public place for the filing of house financial documents. Ensure that all deposit slips and bank statements are filed in a public place within the house on at least a monthly basis.
11. Ensure that all deposit slips and bank statements are filed in a public place within the house on at least a monthly basis.
16. [...] Email approved payment plans to the house (See: PaymentPlans).
20. Uphold the Open Books Policy. (See: OpenBooksPolicy*.) Upon request, show any current member the bookkeeping records, bank account statements, deposit slips, and any other financial information that is requested, including how money is spent and what members owe money, who is facing eviction, who is on a payment plan, etc.
21. Ensure that all house bank accounts are on Mint.com (or a comparable program that allows members to view financial activity). Ensure that all current members have access to the accounts on mint.com. Fill in the primary account's spending categories monthly on mint.com so that the membership knows what each expense was for.
All CHEA accounts will be added to Mint.com. All current members will have access to the accounts on mint.com. (House vote, 8-15-10.)
Here is a PDF explaining how to log in to Mint.com and how to extract spreadsheets: Mint.com login - Exporting Spreadsheets