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
Downloads: 784
Simple Excel spreadsheet budget. Great tool for budget planning. Compares previous year budget, previous year actual, and proposed budget.
Downloads: 9540 hot icon
Example of a monthly treasurer report showing income vs. spending; learn more about budgeting in the Leader’s Toolkit and Treasurer’s Toolkit.
Downloads: 5879 hot icon ptotoday icon
Blank spreadsheet for determining projected and actual costs to run a family night or other event.
Downloads: 3247 hot icon ptotoday icon
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.
Downloads: 5537 hot icon
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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.
Downloads: 578 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: 1011 hot icon ptotoday icon plus icon
Recommended design for a monthly treasurer's report to the executive board; Form 14 in Treasurer's Toolkit.
Downloads: 1491 hot icon ptotoday icon plus icon
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.
Downloads: 249 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: 425 ptotoday icon plus icon
Some typical budget categories for creating a new budget; Form 2 in the Treasurer's Toolkit.
Downloads: 499 ptotoday icon plus icon
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PTO Today: Committee Orientation PowerPoint

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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.