We have hundreds of groups using Finance Manager for the entire year. I would be happy to provide you references if you contact me directly at This email address is being protected from spambots. You need JavaScript enabled to view it..
As for your budget question, it is very easy to export your current budget from Finance Manager to excel and than work with that when planning your future budget.
Feel free to call me directly at 800-557-2670 x209.
I'm a new tresurer of my PTO. My board is hesittant to use PTO manager. It sounds like its new and they don't want to be the first ones on board. HOw many groups are using it anyway? And can you have a budget for next year before we finish this year?
