You signed up to be Treasurer, but you’re no accountant.

You don’t want to learn complicated accounting software…

You don’t have money for it anyway…

And you have no idea how to start!

INTRODUCING THE TREASURER’S FINANCE MANAGER!

A simple + straightforward way to create a budget, track income, expenses + profits. No math required!

It's never been easier to handle the finances of your PTA or PTO! Easily create a budget with this template and track expenses and income down to the penny. Generate monthly meetings reports quickly and without headache! Get this money management system today!

Easy Set Up

Download the program, choose your format, then watch the set up video.  You’ll be ready to go and customizing your finance manager in 20 minutes or less!

Minimize Time

The simplified money management system slashes how much time you’ll have to spend keeping tabs on your group’s finances.  Create custom reports with a few clicks.  Works for groups with budgets of all sizes.

Save Money

Keep more money in your group’s piggy bank so you can spend it on fun programs and events and not administrative overhead.  Use year after year without an additional investment!

WHAT MAKES THE TREASURER’S FINANCE MANAGER DIFFERENT?

One Time Payment

No pricy monthly or annual subscriptions. The Treasurer’s Finance Manager is a one time investment of $49.

By + For PTO / PTA Leaders

This program has been designed by a PTA Treasurer and Excel nerd and gives you everything you need without fluff.

Nothing Complicated to Learn

The Finance Manager is super straightforward and easy to use, even if math isn’t your thing.

NOW’S THE TIME TO GET YOUR GROUP’S FINANCES IN ORDER

Get your copy of the Treasurer’s Finance Manager for $49 now!

TREASURERS LOVE THIS SYSTEM!

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This is a great package. Just what I need for our high school PTSA budget. Seller was very helpful and responsive to questions.  – Mary

This product is just what I needed. I am the treasurer for our newly formed PTO and this is keeping us on track to the penny. I love how easily I can see profit and losses for particular events we’ve done. – Sara

This is AWESOME!!! I love how easy it is to use!! Keeps all the info in one place and has made making monthly reports super easy! – Barbara

This looks great! It will help us so much with out budget and reports. – Renee

Great spreadsheet, easy to figure out/adapt. Really helpful! – Jason

I am enjoying the finance manager spreadsheet as treasurer of our PTO! It is more user friendly than what we had previously, and I love that it is a one time cost. – Joy

HERE’S WHAT YOU GET WITH THE TREASURER’S FINANCE MANAGER

Excel Version

Your download includes an Excel file for PCs in .xlsx form which is compatible for Microsoft 2007.  The manager may or may not work on a Mac running Excel (it’s untested). The linked formulas contained in this worksheet are not compatible with Apple Numbers.   We recommend Sheets version for Mac users.

Google Sheets Version

The download also comes with access to a Google Sheets version of the Finance Manager.  This version allows other officers to access your group’s latest financial information with view only or editing privileges- you choose!

Budget Template

Quickly create a budget with up to 50 expense and 50 income categories.  This sheet autofills the year-to-date income and expense totals from the register entries to easily track to your budget. Easy to print for monthly Treasurer’s reports!

Transactions Register

Keep track of each and every transaction, reconcile it and then tag it with your predefined category to see where your group’s money is going down to the penny.

Activity Report

The Activity Report makes it easy to give committee chairs to stay on budget with a snapshot look at how much money they’ve spent and how much remains in their budget.

 

Profit and Performance Report

The Profit and Performance Report gives detailed insight into where you stand profit-wise.  Excellent feature for tracking fundraising events.

WHY YOU’LL LOVE THE TREASURER’S FINANCE MANAGER

Simple to Learn
Clear to see big picture of group’s financial health
Easy to set up with a few clicks
Create monthly reports in minutes, not hours
Makes officer transitions super easy
One time purchase with no annual subscription fee

ABOUT PTO ANSWERS

Christina Hidek, PTO Nerd of PTO AnswersChristina Hidek is a PTA nerd with a mission to make life easier for all PTA/PTO volunteers and leaders.

She knows what it takes to run wildly successful groups and uses her over decade of PTA volunteer and leadership experience to craft the best resources for PTA/PTOs!

FREQUENTLY ASKED QUESTIONS

Will this work for my club or youth sports organization that’s not a PTA or PTO?

A: Heck yes! This finance manager will work for pretty much any organization that needs to make a budget, track income, expenses and profits.

Do I have to buy another copy next year?

Nope!  Make a copy of the file, re-customize for the new year.

What’s the annual subscription fee?

Zero!  You want to spend money on events and programs that directly benefit the students, school and staff and not administrative overhead.  That’s exactly why the Treasurer’s Finance Manager was created.  No one needs to be spending $30- $900 a year to manage their group’s money!

Will you be releasing a version to work with Apple Numbers?

There are no plans at this time, but Google Sheets version works on any device you can access Google with.

I’m not very good with Excel.  Will I be able to use it?

If you’ve never ever used Excel or Sheets before, this may not be the right system for you.   If you are somewhat familiar with spreadsheets, you’ll be fine!  This system is designed to be beginner friendly!

So math isn’t my thing…

No problem!  There’s no math required.  You plug in the numbers and the system takes care of the rest for you!

NOW’S THE TIME TO GET YOUR GROUP’S FINANCES IN ORDER

Get your copy of the Treasurer’s Finance Manager for $49 now!