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Is there a ProfitDrawer spreadsheet for church or nonprofit treasurers?

Updated By ProfitDrawer

Short answer

Yes, three. ProfitDrawer's Church Treasurer Bookkeeping Spreadsheet has categories for tithes, offerings, online giving, building fund and missions. The PTA Treasurer Bookkeeping Spreadsheet covers dues, fundraisers, book fairs and field trip money. The general Treasurer Bookkeeping Spreadsheet suits small charities, clubs and community groups. Each is a 12-tab workbook with monthly and annual dashboards for meeting reports, works in Excel and imports into Google Sheets.

What they share:

  • Income and expense rows with dropdown categories you can rename
  • Monthly Dashboard, Quarterly and Annual Dashboard
  • A ranking tab: Top Givers (church), Top Families (PTA) or Top Donors (general)
  • Monthly Summary and a year-end totals tab
  • Mileage log for volunteer trips
  • Room for 1,000 income rows and 1,000 expense rows a year

Differences:

File Built for Notes
Church Treasurer Church and ministry treasurers, finance teams Transfers to reserves and pass-through funds kept out of totals; tax set-aside starts at 0%
PTA Treasurer PTA, PTO, booster club treasurers Same reserve and pass-through handling; tax set-aside starts at 0%
Treasurer Small charities, clubs, community groups Reserves transfer category kept out of totals

What they do not do: the church file does not create giving statements or run payroll, and none of them file Form 990-N or any tax form. They are bookkeeping and reporting trackers, not tax or legal advice for nonprofits.

Sold through the ProfitDrawer Etsy shop.

Source: Church Treasurer Bookkeeping Spreadsheet (ProfitDrawer) · Updated

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General information, not tax, legal or financial advice. Check the rules for your state and your situation.