We use Quicken to track the bank balance and expenditures. To do the tax returns, I export to Excel. I think if I were better at Quicken, I could set up the categories better so it would be easier to do my returns. The IRS wants things classified differently than we report to the membership: eg, our "school store" (pencils, paper, etc.) is run by a different volunteer than the "school logo merchandise" (t-shirts, etc.), but the IRS considers them both "sales of inventory", so I should probably set up a Quicken category for "sales of inventory" and put "school store" and "merchandise" as sub-categories.
I used to use Quicken, it worked pretty well but I did my reports in Excel, Quicken's reports are not very good. I use Finance Manager now and it's awesome!
When I took over as treasurer...there wasn't much to the budget, and most of it was on the computer, a simple spreadsheet in Excel. Now that we had a big fundraiser and have money in the account...and with a new school year, I wanted to track the funds differently. I looked at the PTO Today's software...the school won't approve the purchase. What are others using to track? anything to share in file download? thanks
