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PTO Today: Performance to Budget Report

Updated! Recommended outline of a monthly report showing the actual effect of financial activity, not just isolated transactions. It answers questions such as “Did we make more money than planned on the fall fundraiser?” “Is the scrip program successful?” “Do we have any extra money to replace the movie screen?” Use it in conjunction with the monthly Financial Activity Report for a complete picture of the parent group's finances. This is Form 15 in the Treasurer's Toolkit.

Categories: Finance, Treasurer Forms, Budgets, Plus Members, Created by PTO Today, Featured Sections, Treasurer's Toolkit, Expert Guides
Filename:form-15-performance-to-budget-report.xls pto plus icon
Filesize:108 kB
Filetype:xls
Created On: 08/01/2008
Downloads:575 Downloads
Language:English
User Rating:4.5 out of 5
Contributor:lharac
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PTO Today: Annual Financial Review Guidelines (PDF) Plus

PDF guidelines and worksheet for an annual financial review (audit) of PTO accounts, to give to a volunter auditor.

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