Finance and Budget

  • Resources

    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.

  • PTO Today Article

    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.

  • Money Management

    Organize Your Finances With Finance Manager

    Easy-to-use, web-based software that takes the stress out of treasurer tasks like account reconciliation and budget creation.

  • PTO Today Article

    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.

  • Leadership

    What Every Treasurer Should Know

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

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • PTO Today Article

    How To Manage Your Budget

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