What to Look for in PTO Treasurer’s Software

What to Look for in PTO Treasurer's Software

Long gone are the days of paper ledgers and notebooks to track PTO finances!

But what should PTO Treasurers be using to manage the financial accounts of their groups?

And what makes for good PTO Treasurer software?

That’s just what we’ll cover in this post, so read on!

Ease of Use

Let’s be real.

You are not the CFO of a Fortune 500 Company.

You need a simple and straightforward program, not something super complicated with gobs of reporting features you’l never use!

One of the primary considerations of PTO financial programs is how easy it is to use.

It’s super important for the program to be user friendly because PTO Treasurer’s aren’t paid and they’re squeezing in managing the PTO’s money in between loads of laundry and homework help.

There’s just not the time (or the will!) to make a huge investment learning a complicated program.

Especially since it isn’t necessary!

A simple system will serve you well in the long run.

Quick start up time and Low Learning Curve

Look for a program that offers a fast start up time to get everything going.

Does the program have lots of training videos?

While that may be helpful, it’s also an indication that it’s probably not an intuitive program and more complicated than actually needed.

Easy Transferability

The next consideration to take into account is if the system makes it easy to transfer to the next Treasurer.

Because it’s not going to be you forever.

Thank goodness for that!

And because not everyone is using the same kind of computer, it’s important to choose a system that can be used by both PC and Mac users, alike.

Doesn’t Add to Overhead

Look for a system that is a one-time payment.

Paying a monthly or annual subscription fee isn’t a good use of your group’s funds.

Wouldn’t you much rather spend the money on something that directly benefits the students or staff?

Of course!

Consistent Updates

One last consideration to make in choosing PTO Treasurer’s Software is whether or not updates are offered and if features become available.

Technical bugs come up and need to be resolved.

Bonus points if the updates come free.

Easy to Understand Reports

You shouldn’t need an accounting degree to understand the PTO books or monthly reports.

Understandability and transparency are key!

Seeing at a glance the money in and out and out and where your groups stands with the budget and year to date income and expenses is essential.

#1 Recommendation for Treasurer’s Software

If you’re in the market for a comprehensive PTO financial management tool that is quite honestly everything you’ll need, check out the Treasurer’s Finance Manager.

It ticks off all the boxes that are laid out above.

Super Smart Investment

It saves your PTO money by cutting out unnecessary overhead: Buy the program once and enjoy lifetime updates.

Use year after year without having to spend any more money to access the program.

Simple Reporting

The Treasurer’s Finance Manager also has the reports you’ll actually use baked right in.

No generic financial reports that aren’t helpful, leaving you to wonder if you need to be doing more each month.

In fact, some of the reports were developed in response to user requests!

For example, the Profit and Loss Report was added after a user emailed and asked for an easy way to tell if her annual yearbook sale was profitable or not.

There’s not a more responsive system out there.

Easy Transitions

The Treasurer’s Finance Manager also makes transitions easier since the program comes in two formats, Excel and Google Sheets.

This means anyone can use the program, no matter what type of computer they have.

Ultimate Transparency and Secure Access

The added bonus of using the Google Sheets version is that the Treasurer can grant viewing rights, but not editing, to other officers and select committee chairs.

This means the leaders can check for themselves how much they have left to spend for class parties, for example.

All without needing to bug the Treasurer for the information!

Transparency plus!

Watch this!

What to Look for in PTO Treasurer Software
Scroll to top