File Exchange: Budgets
Help Your Treasurer
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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Updated! PTO self-assessment form to help continually strengthen the parent group's financial security. Details
Downloads: 741
Comprehensive guide for PTO and PTA treasurers to ensure that funds are handled correctly and protected for the long term. Details
Downloads: 2327
Shows the effect of spending and income for the month on the actual budget categories; Form 15 in Treasurer's Toolkit. Details
Downloads: 736
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: 4709
Recommended design for a monthly treasurer's report to the executive board; Form 14 in Treasurer's Toolkit. Details
Downloads: 971
Simple Excel spreadsheet budget. Great tool for budget planning. Compares previous year budget, previous year actual, and proposed budget. Details
Downloads: 7103
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: 3542
One of several forms posted that relate to a fun run done at a middle school Details
Downloads: 1860
Log checkbook register items on this worksheet to identify budget categories; Form 1 in Treasurer's Toolkit. Details
Downloads: 732
This is a sample form to figure the potential costs and profits of an event. Details
Downloads: 2771
Blank spreadsheet for determining projected and actual costs to run a family night or other event. Details
Downloads: 2392
This is a form that is required to be turned in with any funds collected and turned in to the Treasurer. Details
Downloads: 4973
Updated! Customizable letter to send to a volunteer auditor who is conducting the annual financial review for your PTO or PTA. Details
Downloads: 600
Some typical budget categories for creating a new budget; Form 2 in the Treasurer's Toolkit. Details
Downloads: 306
To use in conjunction with the Budget Category Transaction Worksheet for a new budget; Form 3 in Treasurer's Toolkit. Details
Downloads: 266
This is a sample of our Budget Request Form. I've seen these also referred to as Teacher Grant Request Forms. Details
Downloads: 4328
A simplified form to use in the final steps of budget planning; Form 5 in Treasurer's Toolkit. Details
Downloads: 378
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