Finance and Budget

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  • Finance & Budget

    Guide for PTOs and PTAs on Electronic Payments

    Accepting payments by credit card is a step that can increase your income. Our new guide will help you understand the benefits and risks, the how-tos, and more. (Free; registration required.)

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  • Finance & Budget

    Create a PTO Budget

    #PTObootcamp
    An important part of the planning process is to create a budget. Here are the nuts and bolts of setting up a good parent group budget.

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  • Finance & Budget

    Could You Be Your PTO's Treasurer?

    Would you make a good treasurer candidate? Ask yourself these 3 key questions to see if you have the basic skills.

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  • Finance & Budget

    10 Tips for Handling and Protecting Your Assets

    Could your group use some more money smarts? Our 10 tips can help with your budget, record-keeping, and more.

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  • Finance & Budget

    Budget Basics for PTOs

    Budgeting makes all of your financial decisions easier. Follow these steps to create a budget for your PTO, even if you've never had one before.

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  • Finance & Budget

    Easily Manage Your Group's Finances

    With Finance Manager software, now any parent volunteer can easily manage funds, customize a budget, and monitor spending. Try a free 30-day trial today!

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  • Finance & Budget

    Protect Your Parent Group From Embezzlement

    How to keep your PTO from being a victim of theft, and advice from groups that have gone through it.

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  • Finance & Budget

    How To Manage Your Budget

    These basic bookkeeping procedures will help you keep your PTO budget in order.

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  • PTO Today Article

    Figuring Finances for Events

    How to build a simple cost model and estimate the start-to-finish finances for your group's new events.

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  • PTO Today Article

    Handling Cash: 6 Simple Steps

    You want to make the money you raise count for the school and the kids. Set up these six checks and balances to reduce errors and the risk of loss.

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  • PTO Today Article

    Annual Audit: How and Why

    A yearly audit is a key safeguard for your money and a planning tool for the year ahead. Think of it as a "year in review" for your finances.

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  • Expert Guide

    Treasurer's Toolkit

    Our comprehensive guide to all of a parent group treasurer's required tasks, plus ready-to-use finance and budgeting forms, worksheets, and reports.

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  • PTO Today Article

    5 Smart Financial Controls

    Avoid unnecessary headaches with these practices to keep your assets safe and your records clean and up to date.

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  • PTO Today Article

    Dealing With Bad Checks

    Many problems with check payments can be avoided by having a clear policy in place from the start.

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  • PTO Today Article

    When To Change Banks

    If the fees are piling up or there's a limit to the number of transactions you can make each month, it might be time to look for a better checking account at a new banking center. Keep a few basics in mind when you do.

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  • Leadership

    What Every Treasurer Should Know

    Being a good treasurer takes planning and organization. Follow these pointers and you'll be ready for success.

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  • PTO Today Article

    Preventing Theft: Why It's Crucial

    Theft from PTOs and PTAs doesn't happen because there's a criminal in your midst. It happens because need meets opportunity—opportunity you can and should prevent.

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  • PTO Today Article

    What Should PTOs Pay For?

    Tighter school budgets mean parent groups are asked to fund more and more items that used to be paid for by the administration.

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