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Budget Category Transaction Worksheet
Groups with spending histories can use copies of this form to analyze spending and identify budget categories before setting up a new budget. List check register transactions on copies of the worksheet, divided by category. After the analysis is complete, each worksheet will become a category in the new budget. From the Treasurer's Toolkit.
Members only 
Volunteer Auditor Cover Letter
This customizable letter gets sent to someone who has volunteered to conduct an annual financial review or audit for your PTO or PTA. It outlines the financial review process and should be sent along with the Annual Financial Review Guidelines. From the Tax Return Toolkit.
Financial Risk Assessment Checklist
A yearly checklist to help your PTO executive board assess the group’s financial security. Over time, the goal is to have each item on the list rated low risk rather than high risk. Learn more about managing school parent group finances in the Treasurer's Toolkit and the Leader's Toolkit.
Downloads: 4631 Hot!
PTO Today: Budget Sample
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.
PTO Today: Profit and Loss Sample Statement
Customizable auction income and expenses worksheet.
PTO Today: Auction Event Budget Worksheet
Budget spreadsheet for auction and other events.
Committee Budget Form
Budget Projection form for committees - all fields can be customized
Downloads: 13786 Hot!
Dance - Activity - Budget Tracking and Guest List
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: 6354 Hot!
PTO Today: Sample Parent Group Budget
Customizable spreadsheet example of a good budget.
Downloads: 9128 Hot!
