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.
Store all your important document securely in the cloud. Upload or
email your documents to your own private storage locker in the cloud!
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.
Manage all your members, contacts and vendors using our convenient and
easy to use contact management feature.
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.
Our plans are designed for clubs of all sizes. Try Treasurer's
Briefcase for free to start and upgrade as needed.