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PTO & PTA Guides

Free Resources to Help PTO/PTA Treasurers Succeed.

Have You Been Elected PTO/PTA Treasurer?

As Treasurer, you will play a crucial role in ensuring the financial health and transparency of your Parent Teacher Organization or Association. Whether you're new to the position or are seeking to enhance your skills, our resources cover a wide spectrum of topics to help you succeed. From understanding basic financial principles to navigating complex tasks like reconciliation, bookmark this page to get practical insights and strategies to empower you in your role.

Getting Started PTO Treasurer

Getting Started

After you've been elected treasurer, download this free getting started guide. 

PTO PTA Budgeting

Budgeting Help

Experience-backed process to help you prepare the PTO or PTA budget

PTO & PTA Handling Money Payments and Banking

Payments & Banking

Handle cash, checks. banks, credit cards and more, with safeguards and transparency.

PTO-and-PTA-Bank-Reconciliation-Guide

Reconciliation

Take the stress out of bank reconciliations as you ensure your group's financial integrity.

PTO-&-PTA-Meetings

Board Meetings

Respect your volunteer board members by running effective, purposeful meetings.

PTO PTA Audits

Audits & Financial Reviews

It is highly recommended for Treasurers to do a monthly mini-audit and an annual one.

PTA-PTO-Taxes-Insurance

Taxes & Insurance

Ensure smooth operations and mitigate potential risks.

How to Give the PTO _ PTA Treasurer Report

Treasurer's Report

Give the PTO / PTA Treasurer's Report with confidence.

Wrapping Up PTO PTA Treasurer

Year-End

From audits to IRS requirements, close out your PTA or PTO's year for success. 

Are You a Treasurer? Get the Complete Guide!

When it comes to being treasurer of a nonprofit, group or association, we wrote the book on the subject. Literally. We've packed decades of experience into an 87 page guide, available to anyone on Etsy. MoneyMinder customers get the guide for free.

Ultimate Guide Treasurer

Try MoneyMinder for 30 Days

See how easy it is to use. No obligation. No credit card required.

Get Started
Connect to Your Venmo Account

venmoConnect your Venmo account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import transactions
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Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Venmo Integration:
[email protected]

Connect to Your Stripe Account

StripeConnect your Stripe Account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Square Integration:
[email protected]

MoneyMinder Store featuring Cheddar Up Integration

MoneyMinder StoreSet up a MoneyMinder Store free. Just pay 0.4% /transaction*

Setup and activate a custom, secure online store in your PRO account. Collect payments for anything: fundraisers, membership dues, event tickets and more!

*Transaction fees apply for credit card and e-check purchases.

Learn More About MoneyMinder Store

Connect to 12,000+ Banks

Bank Integration MoneyMinderConnect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import bank transactions
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Included in the MoneyMinder Bank Integration add-on for $59/year.

Search over 12,000 banks to see if your institution is supported. Not sure about a full bank integration? The add-on also gives you the ability to import QFX, QBO, or OFX reports.

Email us to turn on Bank Integration: [email protected]

Connect to Your Square Account

SquareConnect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Square Integration:
[email protected]

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PaypalConnect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your PayPal Integration:
[email protected]

Get More for Your Membership with Join It

JoinItJoin It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.

Integrate MoneyMinder and Join It to automatically sync up your membership and payments. Membership payments are imported into your Join It bank account and Members are inserted into your MoneyMinder contacts seamlessly when they are created or updated.

There is no additional charge for this integration.

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