Interactive PTA Treasurer Dashboard | Fundraiser Profit Tracker (HTML File)

Seller's description

The school year just started, fundraiser season is here, and you are the new treasurer holding the parents' money. Nobody handed you a system — just a checkbook, a cash box and last year's spreadsheet.

★ EXCLUSIVE ZONE: Fundraiser Profit. Every PTA treasurer tool in this niche lists what each fundraiser brought in. This one tells you what it actually KEPT. Enter each event's gross, its costs and the volunteer hours it took, and the dashboard works out the net, the share of the gross the group kept, the net per volunteer hour and the net per family — then sorts every event against the per-hour bar your own board sets. The fun run that carried the year, the book fair that was busy but kept 20%, the festival that lost money once the costs came in: all on one screen before you book next year's calendar. Every other PTA, PTO and booster club treasurer product on page one is an Excel workbook, a Google Sheet or a printable. A spreadsheet lists the gross. It cannot tell you which event is worth the parents' Saturday.

**WHAT'S INSIDE**
This interactive HTML dashboard runs in any browser — double-click, start tracking:

**Tab 1 — Group & Officers:** Your PTA, PTO, booster club or scout troop, the opening balance you inherited, the year's fundraising goal, the per-hour bar for an event, and the check amount above which your bylaws want two signers. Every number is one you enter.

**Tab 2 — Budget vs Actual:** Every line of the budget your membership adopted, what it was budgeted at and what it has actually cost, with the lines already over counted for you and the book balance worked out from your opening balance.

**Tab 3 — ★ Fundraiser Profit:** The exclusive zone. Gross, costs, net, kept-of-gross, net per volunteer hour and net per family for every event, banded against your own bar, with the year's total measured against your fundraising goal on the ring at the top.

**Tab 4 — Reimbursements:** Every volunteer you owe, every check written, and the two things a financial review looks for first: a check paid on one signature, and a request with no receipt.

**Tab 5 — Cash & Deposits:** Every cash box with both counters' names, what was counted against what reached the bank, cash still being held, and any deposit that does not match its count sheet.

**Tab 6 — Calendar & Handover:** Budget adoption, bank signature cards, the financial review, insurance and the year-end handover. Every date ships blank because your bylaws and your accountant set them, not a template. Plus a year-end handover checklist for the next treasurer.

**Tab 7 — Treasurer Report:** One button builds the monthly treasurer's report as plain text — the books, budget vs actual, fundraiser profit, reimbursements, cash and the calendar — ready to paste into the agenda, the minutes or an email.

**THIS IS FOR YOU IF**
- You said yes to treasurer at the spring meeting and just inherited the books for the new school year
- It is fundraiser season and the money is arriving faster than you can log it
- Someone asked which fundraiser actually made money and you only had the gross
- You want two signatures on every check and two counters on every cash box
- You present a treasurer's report every month and build it by hand every time
- You keep the books for a PTA, PTO, booster club or scout troop and want the next treasurer to find them in order

**HOW IT WORKS**
One file. Double-click it and it opens in Chrome, Safari, Edge or Firefox. It saves to your own computer as you type — no login, no account, no subscription, no internet needed after download. Export a JSON backup whenever you want and load it on the next treasurer's computer at handover. Four-way theme control: colour, background, typeface and text size.

**WHAT IT IS NOT**
This is a treasurer's working tracker. It is not an audit, not a financial review, and not tax or legal advice. It knows no IRS rule, no state filing requirement and no provision of your bylaws, and it sets no threshold of its own — which annual filing applies to your group, if any, is a question for your accountant or your state or national organization. Every figure, every signature amount, every goal and every date is one you enter. It does the arithmetic on what you enter and supplies no rules.

**FILES INCLUDED**
dashboard.html (the interactive dashboard) and HOW-TO-SAVE.txt (saving, backup and handover guide), delivered as one ZIP.

**FREE NOTION VERSION**
Prefer to work in Notion? Message the shop after your purchase and I will send you a Notion version of this dashboard at no extra cost. This is my first Notion integration — if anything is off, reach out and I will fix it.

You did not volunteer to be an accountant. You volunteered for the kids. This helps you keep their money straight.

INSTANT DOWNLOAD — all sales are final on digital items.