Finance Manager: Easy Finance Software Built for PTOs and PTAs

• Do Parent Groups Really Need Finance Software? YES!
• 

  Because PTO/A’s handle thousands of real dollars each year — From fundraisers and spirit wear to grants and donations, spreadsheets alone can lead to errors, confusion, or lost records as money moves through different hands.

• 

  Because volunteer turnover is constant — Finance software keeps your history, budgets, and records secure and easy for new treasurers to step into without starting from scratch every year.

• 

  Because transparency builds trust — A clear, organized system makes it easy to show exactly where money is going, which strengthens confidence with your school, families, and administration.

• Why PTO/A Leaders Love Finance Manager
• 

  Everything organized in one place — Track budgets, receipts, and reports with no more paper piles or messy spreadsheets.

• 

  Clear, shareable reports — Generate clean, professional reports you’ll feel confident presenting to your board and school.

• 

  Smooth treasurer transitions — Secure, cloud-based storage keeps all financial history in one place. New treasurers get instant access to complete records, with the ability to carry data forward year to year or roll back if needed.

• “What I thought would be overwhelming turned out to be simple and stress-free. Ten years later, our books are still organized… and I actually enjoy being treasurer!”
• — Mark Van Dam, PTO Treasurer, Lawrence Middle School & Kiwanis Club of Moorpark, CA
• GET FREE 30 DAY TRIAL

Built-In Budgeting

Create custom categories like “Carnival Concessions” or “Teacher Appreciation.” Finance Manager tracks budget vs. actuals automatically and generates clear performance reports for your board and principal.

Stress-Free Transaction Tracking

Track every deposit and expense across multiple accounts. Add notes for clarity and snap photos of receipts directly from your phone for instant upload. No paper piles. No missing info.

Reconciliation & Reporting, Simplified

Reconcile your bank statements by simply clicking to match transactions. Instantly spot discrepancies, check balances by date, and generate professional reports for board meetings and audits. Close out your year with one click—Finance Manager securely stores your financial history and rolls data forward so new treasurers can step in without stress or confusion.