Topic
Finance
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ResourceAudit Worksheet (Automated)
Automated Excel audit worksheet for local PTA treasurers, with formulas pre-populated.
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Audit Worksheet (Manual)
Manual Excel audit worksheet for local PTA treasurers who prefer to enter formulas themselves.
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Audit Worksheet (Automated, Spanish)
Hoja de auditoría automatizada — Spanish-language version of the automated audit worksheet.
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Sample Budget (Automated)
A sample automated budget spreadsheet for local PTA units to adapt.
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Sample Annual Treasurer’s Report
A spreadsheet template for the annual treasurer's report summarizing the full fiscal year for membership review.
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Sample Monthly Treasurer’s Report
A spreadsheet template for the monthly treasurer's report.
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eFinance Sample Standing Rules
Sample standing rules for local PTA units using eFinance for treasurer workflows.
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eFinance Debit Card User Agreement Template
A user-agreement template for issuing eFinance debit cards within a local PTA.
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eFinance Electronic Funds Approval Form Template
A template form for approving electronic funds transfers within a local PTA using eFinance.
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eFinance Guidance
Guidance for using the eFinance platform — debit-card management, electronic funds approval, and treasurer workflow inside Michigan PTA local units.