Mon March 10, 2014 - Hamilton, NJ

New Version of Treasurer's Briefcase!
(Hamilton, NJ) - 

Treasurer's Briefcase is proud to announce version 2.0.4 which now includes Trudy's BudgetMaker. Many users have been asking for a Simple, Fast, and Easy way to create a budget. The latest version of Treasurer's Briefcase provides just that!

Trudy's BudgetMaker

Creating a budget is a here and Trudy will show you just how easy it is.

New Reports

  • Budget Report - A new report that shows your board the current or next year's budget.
  • Budget Variance Report - A report that shows you how you are tracking this year to the budget you create with Trudy's BudgetMaker

990 Wizard

Using our new 990 Wizard you can have Lauer-Millen, CPAs prepare your 990 for an extremely reasonable fee!

We look forward to your feedback and suggestions as we work on the next version of Treasurer's Briefcase!

Have an idea? Click here.

How Treasurer’s briefcase Works

Tour video
Enter checks, deposits and other transactions. You can split checks and deposits into multiple categories. Print checks and use our approval workflow to allow your board to authorize payment.
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Store all your important document securely in the cloud. Upload or email your documents to your own private storage locker in the cloud!
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All the reports you need to keep your board and stakeholders informed about the financial state of your organization. You can produce all of the reports in either PDF or Excel format.
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Manage all your members, contacts and vendors using our convenient and easy to use contact management feature.
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Trudy's BudgetMaker is the easiest way to create your yearly budget. You last year's data as a starting point and then create your budget variance reports to show how you are tracking toward your goals.
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Our plans are designed for clubs of all sizes. Try Treasurer's Briefcase for free to start and upgrade as needed.
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