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PTA Treasurer Spreadsheet | PTO and Booster Club Bookkeeping Template | Excel Budget, Fundraiser Tracker

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Highlights

  • Designed by ClerkAndLedger
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 5 Files

Everything a PTA, PTO, or booster club treasurer needs to keep the books clean and hand the board a professional report every month, even if you've never done bookkeeping before. Enter each deposit and payment once, and every report fills itself in.

Built by a government bookkeeper who does this for a living. This isn't a pretty budget sheet. It's a real bookkeeping system.

COMES IN 4 COLORS, ALL INCLUDED
Your download includes the full workbook in four palettes: Sage, Blush, Dusty Blue, and Classic Navy. Keep your favorite, or match your group's colors.

WHAT IT DOES FOR YOU
- Treasurer's Report that builds itself: budget vs. actual, ready to print for every board meeting
- One-line entry for every transaction, with drop-down menus so nothing gets miscategorized
- Monthly bank reconciliation with a built-in balance check
- Automatic profit total for each fundraiser (Fall Festival, Fun Run, Spirit Wear, and more)
- Restricted funds kept separate from general funds, so playground or teacher-grant money is never accidentally spent
- Year-end summary plus an audit/review checklist to hand cleanly to next year's treasurer

WHAT'S INCLUDED
- 9-tab Excel workbook (.xlsx), in 4 color options
- Sample data so you can see exactly how it works
- Plain-English "Start Here" guide, no accounting background needed

PERFECT FOR
PTA and PTO treasurers, booster clubs, band/athletic/theater boosters, small nonprofits, and any volunteer handed the checkbook and told "good luck."

HOW IT WORKS
1. Buy and download instantly. 2. Open the color you like in Excel. 3. Fill in the yellow cells and start entering transactions. That's it.

Instant digital download. No physical item is shipped. For recordkeeping only, not tax, legal, or audit advice; follow your group's bylaws and state requirements.

Thank you for supporting a woman- and veteran-owned small business. ❤️🤍💙

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Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

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ClerkAndLedger
Jess
ClerkAndLedger ·

Northfield, Wisconsin

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Listed on Aug 30, 2026
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