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Sample Performance to Budget Report

Sample Performance to Budget Report

A comparison of a parent group's planned budget to actual income and expenses. Use this sample as a reference when creating your own performance to budget report. Get an editable Performance to Budget Report as an Excel file in the Treasurer's Toolkit (available for purchase or free to Plus members).
Downloads: 10027 Hot!
Booster Club or PTO Treasurer's Report: Income and Expenses and Budget vs. Actual

Booster Club or PTO Treasurer's Report: Income and Expenses and Budget vs. Actual

A one-page Treasurer's Report with a starting balance, plus monthly income minus monthly expenses, plus a year-to-date actual compared to budget. Ther
Downloads: 39465 Hot!
Sample Budget Ryan Elementary PTO

Sample Budget Ryan Elementary PTO

Budget for Ryan Elementary PTO
Downloads: 6360 Hot!
Elementary School PTO Budget

Elementary School PTO Budget

Simple Excel spreadsheet budget. Great tool for budget planning. Compares previous year budget, previous year actual, and proposed budget.
Downloads: 18994 Hot!
Family Event Cost Model Template

Family Event Cost Model Template

This is a blank Excel worksheet that can be customized for your PTO or PTA event, to keep track of projected costs and income as well as actual costs and income when the event is finished. Read "Figuring Finances for Events" for more information on how to create a cost model analysis.
Downloads: 6222 Hot!
Middle School Fun Run Budget

Middle School Fun Run Budget

One of several forms posted that relate to a fun run done at a middle school
Downloads: 3901 Hot!
Sample Cash Receipt Voucher

Sample Cash Receipt Voucher

This is a form that is required to be turned in with any funds collected and turned in to the Treasurer.
Downloads: 11781 Hot!
Sample Fundraiser Cost Model Analysis

Sample Fundraiser Cost Model Analysis

This is a sample form to figure the potential costs and profits of an event.
Downloads: 7074 Hot!
Sample Check Request Form

Sample Check Request Form

This is a sample of our check request form. It is used when someone needs to request reimbursement or payment of an invoice.
Downloads: 7718 Hot!
Sample Budget Request Form

Sample Budget Request Form

This is a sample of our Budget Request Form. I've seen these also referred to as Teacher Grant Request Forms.
Downloads: 10201 Hot!
PTA/PTO Monthly Budget Worksheet

PTA/PTO Monthly Budget Worksheet

Downloads: 15915 Hot!
Simple Budget Worksheet-Excel

Simple Budget Worksheet-Excel

simple budget worksheet in Excel
Downloads: 8888 Hot!
PTO Today: Treasurer's Toolkit

PTO Today: Treasurer's Toolkit

PTO Today's comprehensive guide for parent group treasurers helps them manage their group's finances and keep funds secure. The toolkit includes guidance on all key financial steps, such as keeping accurate financial records, tips on smart budgeting, how to create a treasurer's report, and a checklist of important monthly tasks.
Downloads: 4792 Hot! plus iconMembers only ?
Annual Budget Samples With Descriptions

Annual Budget Samples With Descriptions

This sample budget has two separate sheets. The first has a sample budget with simplified expense categories; the second sheet has detailed expense categories. Both sheets have an income section and explanations for all categories. More details about these budgets are in the Treasurer's Toolkit.
Downloads: 884 plus iconMembers only ?
Performance to Budget Report

Performance to Budget Report

Recommended outline of a monthly report showing the effect of all spending and income for the month on the actual budget categories. It answers questions such as “Did we make more money than planned on the fall fundraiser?” and “Do we have any extra money to replace the movie screen?” (The Treasurer Oral Report Outline can tell you how to present the information from this report at a meeting.) Use it in conjunction with the monthly Financial Activity Report for a complete picture of the parent group's finances. From the Treasurer's Toolkit.
Downloads: 1280 Hot! plus iconMembers only ?
Financial Activity Report

Financial Activity Report

Sample listing of all financial transactions for the month and how they affect the bottom-line balance. The report is shared with the executive board only and includes all checks written, all deposits made, and any other transactions such as electronic debits for monthly fees. This is the recommended layout to use for a monthly treasurer’s report, according to Robert’s Rules of Order, and should be used in conjunction with the monthly Performance to Budget Report. From the Treasurer's Toolkit.
Downloads: 1834 Hot! plus iconMembers only ?
Proposed Budget Worksheet

Proposed Budget Worksheet

The last step in the budget planning process: After crunching the numbers on other budgeting worksheets, transfer your proposed categories and budget figures to this form to finalize the budget and present it to your fellow board members. From the Treasurer's Toolkit.
Downloads: 778 plus iconMembers only ?
Budget Comparison Worksheet

Budget Comparison Worksheet

Compare financial activity over several years to refine your group's budget. List the income and expense categories from your existing budget, then insert the actual amount of money spent or raised by the end of each year. From the Treasurer's Toolkit.
Downloads: 347 plus iconMembers only ?
Budget Actual History Worksheet

Budget Actual History Worksheet

After using Budget Category Transaction Worksheets, transfer the categories and total amounts to this worksheet to calculate the difference between Total Income and Total Expenses. From the Treasurer's Toolkit.
Downloads: 522 plus iconMembers only ?
Budget Sample Categories Worksheet

Budget Sample Categories Worksheet

A starter list of categories that can be used when setting up a new budget. There's no right or wrong number or name for budget categories; these are just some examples to start with. From the Treasurer's Toolkit.
Downloads: 684 plus iconMembers only ?

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