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.

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 $35.

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 $35 now!

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 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! I know 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 I created this affordable alternative to other options that cost anywhere from $30-$900 a year!

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

There are no plans for another manager version at this time.  The Google Sheets version of the Finance Manager works on any device you can access Google with.

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

Although you definitely do not have to be an Excel whiz, if you’ve never used Excel or Sheets before, consider a different system.  If you are somewhat familiar with spreadsheets, you’ll be fine!

So math isn’t my thing…

There’s no math required.  The manager takes care of all of that for you!

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

Get your copy of the Treasurer’s Finance Manager for $35 now!