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New Treasurer--HELP!!!

22 years 2 months ago #96508 by dmariemcp
Replied by dmariemcp on topic RE: New Treasurer--HELP!!!
Hello
I also just assumed the role of treasurer of our school's family school organization, and would appreciated Critters forms. Thanks in advance. Please email to This email address is being protected from spambots. You need JavaScript enabled to view it.
-Diane
22 years 2 months ago #96507 by <PSO Mom w/2>
Replied by <PSO Mom w/2> on topic RE: New Treasurer--HELP!!!
I'm also a new Treasurer. Can someone also email the forms to me? My email address is This email address is being protected from spambots. You need JavaScript enabled to view it.

For those of you using Quicken or the MS financial product, which reports do you use from the software? I have Quiken for home use and I was wondering whether I could use it for the PSO.

Also, what philopshy do you use for budgeting? How do you make sure you have money available for the next year? What I was thinking about doing was having a budget for the money we have in the bank now and then the fundraising would be first be used for next year's budget and then the excess would be used for things we want to do this year. What do you think?
22 years 2 months ago #96506 by LisaP
Replied by LisaP on topic RE: New Treasurer--HELP!!!
Would love the forms also. Am treasurer of a new PTO (just transitioning from a PTA). I have very little to start with and would like to do things right. My email is This email address is being protected from spambots. You need JavaScript enabled to view it..
Thanks [img]tongue.gif[/img]
22 years 2 months ago #96505 by crystal_vision
Replied by crystal_vision on topic RE: New Treasurer--HELP!!!
Hi Critter, I am a new treasurer this year too and I would also like these forms. THANKS in advance!

Also, I use Quicken for personal finance, but I don't know how to make a seperate folder for PTO stuff. I don't want the school stuff and home stuff to cross. Does anyone know if this is possible?
22 years 3 months ago #96504 by LMMTREAS
Replied by LMMTREAS on topic RE: New Treasurer--HELP!!!
I registered my email address - THANKS!
22 years 3 months ago #96503 by Critter
Replied by Critter on topic RE: New Treasurer--HELP!!!
I will gladly forward on the forms, but you need to register your email id with the forum.
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