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TOPIC: What computer program does your treasurer use for budget/checks/pay outs/etc.?


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teacher7593

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What computer program does your treasurer use for budget/checks/pay outs/etc.?

1 Year, 5 Months ago

 
What computer program do you use for line item budgets, paying out checks, keeping track of incoming $$?

We are new treasurers and are looking for a good computer program.

THANKS!
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rlaneew

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RE: What computer program does your treasurer use for budget/checks/pay outs/etc.?

1 Year, 5 Months ago

 
I personally don't use any computer programs, other than my own Excel to create the budget sheets that I type up and print out. I have a physical binder that I have divided into all the events that we have. I have manilla envelops in all the dividers and I had "T" on all of them with Income and Expenses on the front. I write what we spend and make on all events and keep the receipts/deposit slips in the correct envelope. Other than the check book that is the only tool I use. I would be interested in what tools others use.
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Critter

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RE: What computer program does your treasurer use for budget/checks/pay outs/etc.?

1 Year, 5 Months ago

 
PTO Today's Finance Manager. It is specifically designed for PTOs. I've used Quicken, but then you have to wade thru lots of features that have nothing to do with the simple requirements of PTO.
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gjcoram

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RE: What computer program does your treasurer use for budget/checks/pay outs/etc.?

1 Year, 5 Months ago

 
I use Quicken -- past treasurers had been since 1994, if I recall correctly. It is overkill and not particularly well suited for PTOs, but I personally like the fact that I have all the data in a standard program on my machine. (What happens in the unlikely case that PTO Today folds up shop and Finance Manager goes away?)

Others really like the fact that FM is on the web, and multiple people can have access -- what if your treasurer disappears (well, moves out of the district and forgets to give you the Quicken file)?
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LeadingtheWay

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RE: What computer program does your treasurer use for budget/checks/pay outs/etc.?

1 Year, 5 Months ago

 
We use Microsoft's office account free version.
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Rockne

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RE: What computer program does your treasurer use for budget/checks/pay outs/etc.?

1 Year, 5 Months ago

 
(What happens in the unlikely case that PTO Today folds up shop and Finance Manager goes away?))

Hey!!! Just kidding. It's a valid concern, but a couple of responses:

1. With the reports functionality of FM, you can download all your data to your machine as frequently as you like. We back-up systematically/daily, but if you'd like the extra fail-safe, it's there.

2. I do think if you compare the risks of 1) PTO Today going away with 2) something happening to the person or machine (we've heard all kinds of sad stories) that runs the Quickbooks file... then the risks of a data loss are much, much higher with the stand-alone option than with Finance Manager.

Tim
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