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For the volunteer treasurer
You said yes at a meeting, and now you hold other people’s money: an association’s reserves, a congregation’s restricted gifts, a parent group’s fundraiser cash. These are free calculators, plain guides and offline dashboards built for exactly that job — no accounting degree, no subscription, nothing stored on someone else’s server.
Free calculators
The dashboards
One offline HTML file each. Try any of them live on its page before you buy.
HOA Board Treasurer OS
Reserve Funding Health — each component's fully funded balance computed from the replacement cost and useful lives off your own reserve study, banded against the funding target your board adopted, and the whole schedule turned into one number: what the association contributes each month, what it needs to, and the gap per unit.
Church Treasurer OS
Funds & Restrictions — every fund kept separately, its opening balance, every gift given to it and every payment and transfer out of it; the dashboard warns the moment a restricted fund is spent below its restriction and shows what the general fund is quietly covering.
PTA Treasurer OS
Fundraiser Profit — enter what each event brought in, what it cost and how many volunteer hours it took; the dashboard works out what the group actually kept, per hour and per family, and sorts every event against the bar your own board set. A spreadsheet lists the gross; it cannot tell you the busiest night lost money.
Guides
- PTA Treasurer Binder: What a New Treasurer Needs to Set Up
What a PTA treasurer binder needs before fundraiser season: budget, fundraiser profit, reimbursements, cash controls, and how to inherit the books.
- Year-End Giving Statement Template: What Churches Need to Include
What belongs in a church year-end giving statement, how to pull it from your giving log, and what to leave out until budget season.
- HOA Treasurer Report Template: What to Include in a Board Report
What belongs in an HOA treasurer report: budget variance, dues aging, reserve funding status, and the format that actually helps your board vote.