{"product_id":"pta-treasurer-spreadsheet","title":"PTA Treasurer Spreadsheet for Church and Club, Budget vs Actual, Ledger and Monthly Report, Google Sheets Excel","description":"\u003cp\u003ePTA TREASURER SPREADSHEET FOR GOOGLE SHEETS AND EXCEL\u003cbr\u003eSet up your organization once, log every deposit and payment, and your monthly report writes itself — for a PTA, a church, or a club alike.\u003c\/p\u003e\u003cp\u003e📊 WHAT IT DOES\u003cbr\u003e✓ Budget: 14 typical categories already listed — membership dues, fundraising, donations, grants, programs, supplies, and more — yours to rename or add to, with this year's budget for each one.\u003cbr\u003e✓ Ledger: one row per deposit or payment — date, description, category, amount, method, and who to reimburse, plus a reconciled checkbox. Type and signed amount pull from Budget on their own, and your running balance builds itself.\u003cbr\u003e✓ Monthly Report: pick a month for beginning and ending balance, income and expenses for that month, and budget vs. actual for the year so far, by category.\u003cbr\u003e✓ Monthly Report: a chart of budget against actual by category, and a chart of income vs. expenses by month.\u003cbr\u003e✓ Works on a fiscal year that starts in any month you set — most PTAs run July to June, not January to December.\u003c\/p\u003e\u003cp\u003e📂 WHAT'S INSIDE: 4 TABS AND 3 CHARTS\u003cbr\u003e✓ Start here: your organization name, year, starting balance, and fiscal year start\u003cbr\u003e✓ Budget: every category, this year's budget, and a chart\u003cbr\u003e✓ Ledger: three cards, and every deposit and payment you log\u003cbr\u003e✓ Monthly Report: four cards, budget vs. actual, and two charts\u003c\/p\u003e\u003cp\u003e📝 HOW IT WORKS\u003cbr\u003e1. Open the PDF and click the link to make your own copy in Google Sheets. Or open the Excel file.\u003cbr\u003e2. On Start here, set your organization name, starting balance, and fiscal year start month.\u003cbr\u003e3. On Budget, rename or add categories and set this year's budget for each one.\u003cbr\u003e4. On Ledger, log every deposit and payment — type and balance fill in on their own. Open Monthly Report any time for a ready-to-share report.\u003c\/p\u003e\u003cp\u003e📥 WHAT YOU GET\u003cbr\u003e✓ Google Sheets version (the link is in the PDF)\u003cbr\u003e✓ Excel version (.xlsx) for desktop Excel 2016 or newer and Microsoft 365, on Windows or Mac\u003cbr\u003e✓ A filled example to look around, and a blank copy for your own organization\u003cbr\u003e✓ A PDF guide with screenshots, the links and the first steps\u003cbr\u003e✓ A video guide for this planner (the link is in the PDF)\u003c\/p\u003e\u003cp\u003e💻 GOOD TO KNOW\u003cbr\u003e✓ Works with a free Google account. No app, no ads, no subscription.\u003cbr\u003e✓ Reconciled is a plain checkbox — check it once that transaction shows up on your bank statement. In Excel, the checkboxes show as TRUE or FALSE.\u003cbr\u003e✓ A category with no budget and no activity doesn't show up on Monthly Report at all — only the categories your organization actually uses.\u003cbr\u003e✓ This works for a PTA, a church, or a club alike — the category names on Budget are a starting point, not a requirement.\u003cbr\u003e✓ Type only in the lighter input cells. Formulas are protected: Google Sheets warns you before you change one, and Excel keeps them locked.\u003cbr\u003e✓ Best on a computer for setup. The Google Sheets app works for a quick check on your phone.\u003cbr\u003e✓ The Excel version may look slightly different from the photos (fonts, colors, charts). The photos show Google Sheets. Links between tabs work in Google Sheets.\u003cbr\u003e✓ English only. Not made for Apple Numbers.\u003cbr\u003e✓ Free updates for life.\u003c\/p\u003e\u003cp\u003eThis is a digital download. Nothing will be shipped. Because it is a digital file, it can't be returned, but if anything is unclear, message me and I will help you set it up.\u003c\/p\u003e","brand":"GrowlyLab","offers":[{"title":"Default Title","offer_id":67714100789401,"sku":null,"price":4.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0738\/8613\/8521\/files\/il_fullxfull.8730652909_brmc.jpg?v=1792082864","url":"https:\/\/growlylabstudio.com\/products\/pta-treasurer-spreadsheet","provider":"GrowlyLab","version":"1.0","type":"link"}