Finance & Budget Archive

Your group can't do its great work without strong financial policies and a sound budget. Whether you're the PTO or PTA treasurer or a member concerned about protecting funds, you'll find tons of ideas and help on money management in the articles below. Yes, we even cover PTO and PTA embezzlement. Find more helpful tools and info on the Finance & Budget resources page.

Real Talk: Why Finance Manager Has Stood the Test of Time as Jackson Avenue PTO’s Accounting Solution
Discover why Leah Kletnieks and Emily Stout-Garcia, PTO board members at Jackson Avenue Elementary in Livermore, CA, have relied on Finance Manager as their trusted accounting tool for more than a decade.
PTO Today Spending Survey 2023: A Familiar Landscape
Our latest parent group survey shows that PTO spending and volunteerism have leveled out over the past two years.
Real Talk: What Makes Finance Manager the Best Accounting Choice for Independence Elementary PTCO?
Ease of use and great features are among the reasons that Independence Elementary PTCO in Aurora, CO, selected Finance Manager as its ideal solution.
PTO Today Spending Survey 2021: Resilience During Recovery
During the pandemic recovery phase, parent groups are being asked to provide more money and more time—despite having less of both available.
Holiday Sales Shopping Tips for PTOs and PTAs
Hit the after-holiday sales in stores or online to score sweet deals on items your parent group can use all year.
The Parent Group Budgeting Process When Times Aren’t Normal
How to make a budget even when you have a lot of questions about what happens next.
PTO Today Spending Survey 2019: Small but Mighty
PTOs have fewer volunteers, but many leaders feel they're expected to do more. How does your group compare?
PTO and PTA Embezzlement: How To Protect Your Parent Group
Reports of embezzlement from parent groups and booster clubs are on the rise. The right insurance can help cover your losses.
Money-Saving Tips for PTO and PTA Leaders
Smart tips from leaders on how they make their hard-earned cash stretch further.
PTO Today Spending Survey 2017: Great Expectations
School parent groups feel the need to step up support, our 2017 survey finds. How does your group compare?
Email Scam Targets PTOs and PTAs
What you need to know to protect your parent group from a phishing scam targeting volunteer organizations.
Forms To Manage Your Group's Cash Flow
Use editable Excel files with formulas built in to help keep track of your group's money.
Get Your Financial House in Order
Implementing financial controls is a key organizational step. These practices will help your group track income and expenses and keep your assets safe.
Create a PTO Budget
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.
6 Digital Tools Your PTO Needs
From social media platforms to financial software to group texting apps, here are technological solutions to consider adding to your PTO toolbox for better communication and efficiency.
Spending Survey 2015: Steady Budgets, Similar Challenges
Use our survey results to take a closer look at how groups like yours raise and spend money.
How To Protect Your Cash During the Holidays
Commonsense financial safeguards for holiday events.
How To Close Out Your Financial Year
A few must-dos to wrap up your finances and close out the PTO or PTA books for the year.
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.
Debit Cards Can Make Life Easier for PTO Leaders

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Finance & Budget Archive