Skip to content
How Can We Help?
< Back
You are here:


The Finance Dashboard provides you with a comprehensive overview of your financial status, allowing you to quickly assess key metrics. By accessing the Dashboard, you can conveniently view a snapshot of your bank balances, as well as monitor the performance of your Income and Expenses Account Groups.

This centralized view enables you to stay informed about the financial health of your organization at a glance. Whether you need to track your income, analyze your expenses, or keep an eye on your bank balances, the Finance Dashboard provides the necessary insights to make informed financial decisions.

Effortlessly navigate through to the Finance Dashboard to gain valuable information and monitor the financial progress of your PTA/PTO organization.

Table of Contents