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Price:$24.00

Nonprofit Treasurer Spreadsheet | Club and Association Bookkeeping Template | Excel Budget, Grant and Fund Tracker

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Highlights

  • Designed by ClerkAndLedger
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 4 Files

Nonprofit and Club Treasurer Workbook (Excel). Everything a small nonprofit, club, or association treasurer needs to track money, keep grant and restricted funds separate, and hand the board a clean report every month. No accounting background required.

Built by a government bookkeeper who reconciles to the penny for a living. This is a real bookkeeping system, not just a budget sheet.

COMES IN 4 COLORS, ALL INCLUDED
Navy, Sage, Dusty Blue, and Blush, all in one download.

WHAT IT DOES FOR YOU
- Treasurer's Report that builds itself: budget vs. actual, ready for every board meeting
- One-line entry for every transaction, with drop-down categories
- Monthly bank reconciliation with a built-in balance check
- Grant, program, and building funds kept separate from general funds, so restricted money is never accidentally spent
- Automatic profit total for each program, event, or fundraiser
- Year-end summary plus an audit and review checklist, with a 990 reminder

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

PERFECT FOR
Small nonprofit and charity treasurers, clubs, associations, booster and parent groups, and any volunteer board member handed the finances.

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.

Instant digital download. No physical item is shipped. Because this is a digital download, all sales are final.

This workbook is a recordkeeping tool, not tax, legal, or accounting advice.

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

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ClerkAndLedger
Jess
ClerkAndLedger ·

Northfield, Wisconsin

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Listed on Aug 31, 2026
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