For presidents
You are responsible for it, so you should be able to see it.
The president signs checks, runs the meetings, and carries the board's exposure — usually without any view into the books between treasurer reports. This gives you standing visibility without taking the treasurer's job away from her.
The job
What a president is actually on the hook for.
See the money without doing the bookkeeping
Balances, the open reconciliation, what is waiting on an officer, and how each budget line is tracking — read it any evening, not just the night before a meeting.
Be the second signature, properly
Approve reimbursements from your phone with the receipt right there. The record shows two officers and the order they acted in, which is exactly what a bonded group has to be able to prove.
Hold the compliance calendar
Insurance renewal, the bylaws review clock, state affiliation and dues deadlines, the annual review, and the 990 — pre-filled from your fiscal year and your state, not an empty calendar you have to populate.
Never have a single point of failure
Every account has more than one officer on it by design. When somebody moves away in March, nothing is stranded in her inbox.
Run the meeting from the record
Agenda, minutes, and motions — with the budget adoption vote linked to the budget it authorized, so a year from now it is obvious what the membership actually approved.
Maple Ridge Elementary PTO
Fiscal year 2025–26 · what needs you today
In the bank
$21,235.09
Checking $21,235.09 · Square clearing $1,789.07 awaiting payout
Needs attention (4)
Jordan Hale · TreasurerFile Form 990-N for FY 2024–25
Due Nov 15 · 26 days left
Fall carnival · Ticket booth cash count
Counted by Maya Brooks · waiting on a second counter
Sep 30, 2025 reconciliation is open
Difference is $2,120.03 against the statement ending
Maya Brooks · $64.18
Waiting on a first approval — the submitter cannot approve
Your year
It lands at the same time every year.
August
State affiliation paperwork, insurance certificate on file with the district
September
First general meeting, budget adoption vote
November
990 confirmation, charity registration in states that require it
January
Nominating committee forms — next year's board is decided now
April
Elections
June
Summer spending authority, then the handoff
Start where you sit on the board
Open the books for Maple Ridge Elementary.
A full seeded school year — carnival cash, a lumped processor deposit, a restricted playground fund, a dual-control reimbursement, and an open September reconciliation. No signup, no card.