I am a 2nd year treasurer and I use BOTH excel and Quicken (call me crazy beacause I have to keep them in sync). I use Quicken because it makes checkbook reconciliation a breeze, and it automatically creates our history of all transactions by account. I use excel because I couldn't find the specific report I wanted for my monthly reporting. If I were new to the job, I would probably use Quicken exclusively. Just be sure to set up your "categories" (ex: wrapping paper fundraiser, playground expenses, etc.) well so your reporting is the most meaningful.
AJ, I have to agree with JHB. I helped the treasurer last year with the reports. Thought it would be easier to put it through my Quicken since she didn't have it. This year we are using a Excel Spreadsheet. I think the spreadsheet is going to be alot easier. You can display more with a spreadsheet then you can with Quicken. Just my experiance.
We've always just kept the information in a spreadsheet (Excel). I believe our new treasurer plans to convert it to Quicken. That's a pretty inexpensive package. Plus, at taxtime, it's commonly a free add on when buying various tax preparation packages. I'll bet you have members with unopened boxes of Quicken. Maybe someone will donate it.
Personally, if it were me, I'd just use Excel because I'm use to that, and it's so common.
As new treasurer, I'm looking for software to maintain financial records. Past treasurer was using QuickBookPro - but it was her copy we/school need to get our own software. I want to see what's out there before I buy. Any suggestions would be greatly appreciated!
