Jump to content

FleurDeLis

Members
  • Content Count

    4
  • Joined

  • Last visited

Everything posted by FleurDeLis

  1. I'm definitely going to build on some of these. Thanks for sharing!
  2. This document is what I was talking about when it comes to BSA not having a system in place. This is fine for a yearly budget - but there are no guidelines or established system for how to track each scout, how they've paid and for which event, what we are paying vendors, who needs to be reimbursed and for what, storing scans of receipts and emails, how to process donations, how to ask for money that hasn't been paid, depreciation and replacement of equipment ... I could go on, but you get the idea. I'm looking for a streamlined way to organize the nuts and bolts. There's a lot of money flo
  3. Well, I'm our new troop treasurer, against my better judgement. The outgoing treasurer was an accountant, but a bit negligent tbh. I am not going to use the mess of QuickBooks that was left for me, I am planning on simplifying and hopefully using Excel or Google Sheets for all of the finance tracking - both to keep things more transparent (something that's been missing) and to make it easier for someone to take it on when I am finished. We do have ISAs, but that's easy enough to track on Sheets. What I'm looking for is a spreadsheet that can track the big things - checking account, events,
  4. Volunteered as Troop Treasurer in a moment of weakness - troop was at risk of losing our charter without one, and no one else would step up. Last few treasurers were CPAs, but I'm just an organized scout mom and was assured that was enough. I was told there wasn't much of a commitment; I would just need to keep track of incoming and outgoing funds and update scout accounts regularly, also I would need to run reports before each quarterly committee meeting. The extent of the position transfer was being handed a few boxes of files - including months of undeposited cash and checks (!!!) - and get
×
×
  • Create New...