I am the PTA treasurer in NYC and have been using Quickbooks for 3 years now. I do our Budget , monthly financial reports-listing all income and expenses, keep our checkbookledger and pettycash ledger, run reports on each fundraiser Etc... I am very happy with it! [img]smile.gif[/img]
I just figured that Critter had designed it. Ha Ha. From being on here several years I will vouch for Critter. She has helped me to learn alot of financial things.
I called today and was told the module was not ready. The lady I spoke with did not have a lot of information. Do you have the trial version or know when it will be out?
Before you spend any money on a general accounting package, take a close look at the Finance Manager module of PTO Manager. Quicken, MS Money, and especially Quickbooks have alot of features that look enticing on the box, but have nothing to do with PTO finance management. You have to pick and choose features and overlook a lot of functionality that doesn't apply to our situation. Our PTO owns an old version of Quicken, but I had to supplement with Excel to get the kind of reports that we needed.
PTO Manager was designed specifically to handle PTO finances and has only the necessary features, nothing superfluous to wade through. Unlike the other common packages, it's web-based. You sign on to the internet to use it, rather than installing it on your home computer. Over time, that should make treasurer transition easier. We're looking at it over the summer and will probably convert this fall.
Excel is good, but it is not my friend, I am just not computer savvy. We used Quicken also. I liked it, as far as an observer. All I had to do was tell the treasurer what I wanted to see and she would have it pulled up including all the info in no time. PTO is starting to sound good to me too. Our treasurer is a staff member (that is what I prefer) and her job is not yet guranteed.
