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 Details
Downloads: 1736  |  Rating: 4.8 / 5
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Updated! PTO self-assessment form to help continually strengthen the parent group's financial security. Details
Downloads: 2053  |  Rating: 4.6 / 5
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Comprehensive guide for PTO and PTA treasurers to ensure that funds are handled correctly and protected for the long term. Details
Downloads: 2733  |  Rating: 4.3 / 5
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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. Details
Downloads: 890  |  Rating: 4.2 / 5
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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. Details
Downloads: 5607  |  Rating: 4.0 / 5
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Budget spreadsheet for auction and other events. Details
Downloads: 389  |  Rating: 4.0 / 5
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Recommended design for a monthly treasurer's report to the executive board; Form 14 in Treasurer's Toolkit. Details
Downloads: 1225  |  Rating: 4.0 / 5
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Simple Excel spreadsheet budget. Great tool for budget planning. Compares previous year budget, previous year actual, and proposed budget. Details
Downloads: 8990  |  Rating: 3.9 / 5
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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  Details
Downloads: 4128  |  Rating: 3.9 / 5
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Budget Projection form for committees - all fields can be customized Details
Downloads: 9670  |  Rating: 3.8 / 5
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Log checkbook register items on this worksheet to identify budget categories; Form 1 in Treasurer's Toolkit. Details
Downloads: 809  |  Rating: 3.7 / 5
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One of several forms posted that relate to a fun run done at a middle school Details
Downloads: 2384  |  Rating: 3.7 / 5
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Detailed Elementary School Budget.  Details
Downloads: 13930  |  Rating: 3.4 / 5
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Blank spreadsheet for determining projected and actual costs to run a family night or other event. Details
Downloads: 2992  |  Rating: 3.3 / 5
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Customizable spreadsheet example of a good budget. Details
Downloads: 6639  |  Rating: 3.3 / 5
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This is a sample form to figure the potential costs and profits of an event. Details
Downloads: 3167  |  Rating: 3.2 / 5
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Downloads: 7174  |  Rating: 3.2 / 5
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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. Details
Downloads: 5754  |  Rating: 3.2 / 5
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Updated! Customizable letter to send to a volunteer auditor who is conducting the annual financial review for your PTO or PTA. Details
Downloads: 664  |  Rating: 3.0 / 5
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Some typical budget categories for creating a new budget; Form 2 in the Treasurer's Toolkit. Details
Downloads: 360  |  Rating: 3.0 / 5
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To use in conjunction with the Budget Category Transaction Worksheet for a new budget; Form 3 in Treasurer's Toolkit. Details
Downloads: 305  |  Rating: 3.0 / 5
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Downloads: 3987  |  Rating: 2.8 / 5
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Customizable auction income and expenses worksheet. Details
Downloads: 162  |  Rating: 2.5 / 5
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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. Details
Downloads: 5046  |  Rating: 2.5 / 5
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simple budget worksheet in Excel Details
Downloads: 4914  |  Rating: 2.0 / 5
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