PTO / PTA Bank Reconciliation
A Free Guide from MoneyMinder
Mastering PTO & PTA Reconciliations
Are you trying to juggle bake sales and bank statements as a busy parent volunteer? You might feel like you're spending more time untangling your parent group's finances than volunteering at school, but you're not alone. Many PTO and PTA Treasurers struggle with finances, and bank reconciliation is a critical but often confusing process. We're here to help.
Don't let bank reconciliations be a burden. Download this free e-guide to save time, gain confidence and avoid headaches as you gain a more accurate picture of your PTO or PTA finances.
Grab Your Copy!
What's Inside
This easy-to-follow e-book helps take the stress out of PTO / PTA bank reconciliations. We'll guide you through the entire process, step-by-step, in a way that's clear, concise and perfect for busy volunteers. We've also included a few sample reports so you can see how other groups are doing things.
✓ What is a bank reconciliation?
✓ Why should a PTO or PTA reconcile?
✓ Step-by-Step reconciliation instructions
✓ Common errors
✓ Sample reconciliation report
✓ Sample income & expense report
✓ Sample category detail report
About MoneyMinder
Over 20 Years of Financial Bliss for Parent Groups
MoneyMinder has been the trusted choice for thousands of school group finances for over two decades. MoneyMinder's three pillars—Security, Ease of Use and Affordability—have garnered it industry awards, customer praise and unprecedented loyalty through the years.
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Connect 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.
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