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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Customizable spreadsheet example of a good budget.
Downloads: 6834 hot icon ptotoday icon
Our budget as submitted to our members for approval.
Downloads: 4091 hot icon
This is an excel workbook, which you can use to enter your guests, funds received, and track expenses of multiple persons for a dance. This workbook
Downloads: 4200 hot icon
Budget Projection form for committees - all fields can be customized
Downloads: 9816 hot icon
Budget spreadsheet for auction and other events.
Downloads: 480 ptotoday icon plus icon
Customizable auction income and expenses worksheet.
Downloads: 218 ptotoday icon plus icon
Updated sample of a detailed PTO or PTA budget; more info on budgeting can be found in the PTO Leader's Toolkit and the PTO Treasurer's Toolkit.
Downloads: 279 ptotoday icon plus icon
Updated! PTO self-assessment form to help continually strengthen the parent group's financial security.
Downloads: 2142 hot icon ptotoday icon
Detailed Elementary School Budget.
Downloads: 14083 hot icon
Updated! Customizable letter to send to a volunteer auditor who is conducting the annual financial review for your PTO or PTA.
Downloads: 741 ptotoday icon plus icon
Log checkbook register items on this worksheet to identify budget categories; Form 1 in Treasurer's Toolkit.
Downloads: 929 hot icon ptotoday icon plus icon
Some typical budget categories for creating a new budget; Form 2 in the Treasurer's Toolkit.
Downloads: 437 ptotoday icon plus icon
To use in conjunction with the Budget Category Transaction Worksheet for a new budget; Form 3 in Treasurer's Toolkit.
Downloads: 372 ptotoday icon plus icon
For a multi-year budget comparison to get a better sense of projected expenses and income; Form 4 in Treasurer's Toolkit.
Downloads: 214 ptotoday icon plus icon
A simplified form to use in the final steps of budget planning; Form 5 in Treasurer's Toolkit.
Downloads: 509 ptotoday icon plus icon
Recommended design for a monthly treasurer's report to the executive board; Form 14 in Treasurer's Toolkit.
Downloads: 1375 hot icon ptotoday icon plus icon
Shows the effect of spending and income for the month on the actual budget categories; Form 15 in Treasurer's Toolkit.
Downloads: 952 hot icon ptotoday icon plus icon
Two-part sample budget with simplified and detailed expense categories; included in the Treasurer's Toolkit.
Downloads: 526 ptotoday icon plus icon
Comprehensive guide for PTO and PTA treasurers to ensure that funds are handled correctly and protected for the long term.
Downloads: 2939 hot icon ptotoday icon plus icon
simple budget worksheet in Excel
Downloads: 4979 hot icon

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.

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.