File Exchange: Budgets

Sample budgets and templates to help set up a parent group budget that fits your group goals and needs.

Can’t find the file you need? Request a file on the File Exchange forum in the Message Boards. Lots of folks there might have exactly what you're looking for, and be happy to share.

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A one-page Treasurer's Report with a starting balance, plus monthly income minus monthly expenses, plus a year-to-date actual compared to budget. Ther
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Budget for Ryan Elementary PTO
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Simple Excel spreadsheet budget. Great tool for budget planning. Compares previous year budget, previous year actual, and proposed budget.
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Example of a monthly treasurer report showing income vs. spending; learn more about budgeting in the Leader’s Toolkit and Treasurer’s Toolkit.
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Blank spreadsheet for determining projected and actual costs to run a family night or other event.
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One of several forms posted that relate to a fun run done at a middle school
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This is a form that is required to be turned in with any funds collected and turned in to the Treasurer.
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This is a sample form to figure the potential costs and profits of an event.
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This is a sample of our check request form. It is used when someone needs to request reimbursement or payment of an invoice.
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This is a sample of our Budget Request Form. I've seen these also referred to as Teacher Grant Request Forms.
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simple budget worksheet in Excel
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Comprehensive guide for PTO and PTA treasurers to ensure that funds are handled correctly and protected for the long term.
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Two-part sample budget with simplified and detailed expense categories; included in the Treasurer's Toolkit.
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Shows the effect of spending and income for the month on the actual budget categories; Form 15 in Treasurer's Toolkit.
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Recommended design for a monthly treasurer's report to the executive board; Form 14 in Treasurer's Toolkit.
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A simplified form to use in the final steps of budget planning; Form 5 in Treasurer's Toolkit.
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For a multi-year budget comparison to get a better sense of projected expenses and income; Form 4 in Treasurer's Toolkit.
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To use in conjunction with the Budget Category Transaction Worksheet for a new budget; Form 3 in Treasurer's Toolkit.
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Some typical budget categories for creating a new budget; Form 2 in the Treasurer's Toolkit.
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Clip Art Gallery

Find free clip art for parent groups in the PTO Today Clip Art Gallery. Download anything you'd like, then resize, crop, or edit to meet your group's needs.

Featured File

PTO Today: Parent Involvement Letter 2

2nd customizable letter about the importance of involvement.

Request a File

Can’t find the file you need? Request a file here. Lots of folks might have (and be happy to share!) exactly what you’re looking for.