File Exchange: Finance

Sample PTO budgets, plus forms and receipts for parent group treasurers to help manage the group's money and aid in financial planning.

Find related articles and more resources on the Finance & Budget topic page.

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This is a worksheet we created for each committee or project that our PTA does. There's room to record the budget, items needed, people contacted to  Details
Downloads: 6634  |  Rating: 3.8 / 5
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Log checkbook register items on this worksheet to identify budget categories; Form 1 in Treasurer's Toolkit. Details
Downloads: 790  |  Rating: 3.7 / 5
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One of several forms posted that relate to a fun run done at a middle school Details
Downloads: 2251  |  Rating: 3.7 / 5
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Detailed Elementary School Budget.  Details
Downloads: 13261  |  Rating: 3.5 / 5
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Customizable receipt for donations to registered tax-exempt PTOs. Details
Downloads: 16664  |  Rating: 3.5 / 5
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Customizable spreadsheet example of a good budget. Details
Downloads: 6333  |  Rating: 3.3 / 5
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This is a sample form to figure the potential costs and profits of an event. Details
Downloads: 3053  |  Rating: 3.2 / 5
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Blank spreadsheet for determining projected and actual costs to run a family night or other event. Details
Downloads: 2759  |  Rating: 3.2 / 5
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Downloads: 6749  |  Rating: 3.2 / 5
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This is a form that is required to be turned in with any funds collected and turned in to the Treasurer. Details
Downloads: 5532  |  Rating: 3.2 / 5
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Completed version of the blank Cash Box Request form from the Treasurer's Toolkit. Details
Downloads: 1926  |  Rating: 3.0 / 5
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To use in conjunction with the Budget Category Transaction Worksheet for a new budget; Form 3 in Treasurer's Toolkit. Details
Downloads: 294  |  Rating: 3.0 / 5
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Completed version of the blank, customizable Deposit Split form from the Treasurer's Toolkit. Details
Downloads: 583  |  Rating: 3.0 / 5
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Interactive spreadsheet for estimating charges. Details
Downloads: 1672  |  Rating: 3.0 / 5
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Updated! Customizable letter to send to a volunteer auditor who is conducting the annual financial review for your PTO or PTA. Details
Downloads: 647  |  Rating: 3.0 / 5
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Some typical budget categories for creating a new budget; Form 2 in the Treasurer's Toolkit. Details
Downloads: 351  |  Rating: 3.0 / 5
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Downloads: 3926  |  Rating: 2.8 / 5
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This is a sample of our Budget Request Form. I've seen these also referred to as Teacher Grant Request Forms. Details
Downloads: 4843  |  Rating: 2.7 / 5
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Customizable auction income and expenses worksheet. Details
Downloads: 156  |  Rating: 2.5 / 5
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simple budget worksheet in Excel Details
Downloads: 4665  |  Rating: 2.0 / 5
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A simplified form to use in the final steps of budget planning; Form 5 in Treasurer's Toolkit. Details
Downloads: 421  |  Rating: 1.7 / 5
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This is a sample of our check request form. It is used when someone needs to request reimbursement or payment of an invoice. Details
Downloads: 3557  |  Rating: 1.7 / 5
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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. Details
Downloads: 185  |  Rating: 0.0 / 5
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Completed version of the blank, customizable Check Request form from the Treasurer's Toolkit. Details
Downloads: 1301  |  Rating: 0.0 / 5
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Updated form for recording all non-check withdrawals from bank accounts; Form 10 in the Treasurer's Toolkit. Details
Downloads: 278  |  Rating: 0.0 / 5
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