See the treasurer's toolkit in action.

This is a sample preview of the Smooth Books landing experience — a mockup showing how the toolkit presents itself to parent-group treasurers.

Sample Treasurer's Report

Here's what a generated report looks like — sample data, ready to print.

Sunrise Elementary PTA

General Membership Meeting

Treasurer's Report

October 14, 2026

Balance on hand as of Sep 2026$4,280.50

Income

Membership dues$640.00

Fall fundraiser net$1,820.00

Total Income$2,460.00

Expense

Classroom stipends($750.00)

Printer & supplies($212.00)

Total Expense($962.00)

Balance on hand October 14, 2026$5,778.50

www.TheParentGroupBlueprint.com

Generate a clean, meeting-ready report formatted for your general membership.

Build a full-year budget with standard PTA/PTO income and expense categories.

Keep every program and event — chair, budget, and actuals — in one spreadsheet.

Track fundraiser expenses, reimbursements, and outstanding balances as you go.

Head to the live landing page to subscribe and unlock the full toolkit.