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Edition
02
Docket & Ledger
Printable reports, handoff binders and spreadsheets that keep the numbers legible when the person holding them changes. For the volunteer who inherited the books.
8 titles
From
$14.99
Google Sheets + printable PDF
Pick by situation
3 situations in this edition
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Coming soon
Treasurer & officer handoffs
PTA Treasurer Report Bundle
The monthly report your board actually reads. Fill it in, print it, hand it over.
Printable PDF · monthly + annual report templates
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Coming soon
Treasurer & officer handoffs
PTA PTO Officer Transition Binder
Everything the outgoing officer forgets to mention, written down before they walk away.
Printable binder · contacts, calendar, files & passwords checklist
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Coming soon
HOA & community trackers
HOA Treasurer Spreadsheet
Every owner, every assessment, one sheet the next board president can actually open.
Google Sheets + PDF · dues & assessments tracking
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Coming soon
HOA & community trackers
HOA Owner Dues Log & Delinquency Collection Tracker
Who paid, who didn’t, and which collection step you’re on for each one.
Google Sheets · dues log + delinquency stages
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Coming soon
Spreadsheets & logs
Small Business Bookkeeping + Budget Dashboard
Income, expenses, and a budget that updates itself instead of a shoebox of receipts.
Google Sheets · income/expense + budget dashboard
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Coming soon
Spreadsheets & logs
Fundraising Tracker Spreadsheet
Every donor, every pledge, every thank-you, so nobody gets missed or thanked twice.
Google Sheets · donors, pledges, campaign totals
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Coming soon
Spreadsheets & logs
Estate Executor & Probate Organizer Spreadsheet
Assets, debts, and every contact the court will ask about, in one place.
Google Sheets · assets, debts, contacts, task tracker
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Coming soon
Spreadsheets & logs
Equipment Maintenance Log Book
Every machine, every service date, every technician, so nothing gets serviced twice or missed once.
Digital log book · printable PDF