Do I need any accounting experience to use these?

No. Everything is built for people who've never done bookkeeping. Just fill in the cells marked for your entries and the reports build themselves. Each workbook opens with a plain-English "Start Here" guide that shows you exactly where to type.

What do I need to open the files?

Microsoft Excel on a desktop or laptop works best. Phone and tablet apps may not display the drop-down menus and formulas correctly, so I recommend opening on a computer.

How do I get my files?

These are instant digital downloads. As soon as your payment clears, your files are available under Purchases & Reviews in your Etsy account - nothing is shipped.

The PTA/booster workbook comes in different colors. How does that work?

Your download includes all color versions. Just open the one you like best and use it - you're not locked into a single choice.

Because these are instant digital downloads, I'm not able to offer refunds once files have been accessed. But if something isn't working or you're stuck, message me - I'll always help you get it sorted out.

I have a question or need help. Can I reach you?

Absolutely. Send me a message anytime. I'm a clerk myself and I'm genuinely happy to help you get set up.

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Price:$29.00

PTA Treasurer and Fundraiser Bundle | PTO Booster Bookkeeping and Event Profit Tracker | Excel Set

Name: PTA Treasurer and Fundraiser Bundle | PTO Booster Bookkeeping and Event Profit Tracker | Excel Set
Brand: ClerkAndLedger
SKU: 4565820434
Price: 29.00 USD
Availability: InStock

ClerkAndLedger

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Designed by ClerkAndLedger
Party decor for gatherings and celebrations
Digital download
Digital file type(s): 1 ZIP

PTA Treasurer and Fundraiser Bundle (Excel). The two tools a school or PTA treasurer actually needs, together and discounted.

INCLUDED (each in 4 color themes)
- PTA & PTO Treasurer Workbook: a complete 9-tab bookkeeping system (budget, ledger, reconciliation, board report, event profit, year-end)
- Fundraiser & Event Profit Tracker: see what each bake sale, fun run, or spirit night actually cleared, and compare every event

Perfect for back-to-school season and fall fundraisers.

Instant digital download. The file is an organized zip; unzip it to find each tool. Works in Microsoft Excel on desktop. No physical item is shipped. All sales are final.

Built by a government bookkeeper. A recordkeeping tool, not tax, legal, or accounting advice.

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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Jess

ClerkAndLedger ·

Northfield, Wisconsin

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Listed on Aug 31, 2026

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PTA Treasurer and Fundraiser Bundle | PTO Booster Bookkeeping and Event Profit Tracker | Excel Set

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