For troop treasurers and the committee
The monthly close, down to one sitting.
Trailhead Financial helps a troop treasurer reconcile accounts, track scout credit, split family dues, post fundraisers, and hand a clean report to the committee. Private to your troop.
Bank accounts and reconciliation
See every account next to the statement, so the month closes when the difference is zero.
Every troop account in one place
Track checking, savings, and cash side by side. Each one starts from the opening balance you enter.
Bring in a bank statement
Paste a CSV from your bank. Lines you already entered are skipped, so nothing is counted twice.
Know right away if you are off
Enter the statement balance and Trailhead shows how far off you are.
Every dollar in a category
Sort income and expenses into the categories your committee already uses.
Scout accounts
The troop can see the money it is holding for each scout, and why.
A credit ledger for every scout
See the balance and where every dollar came from.
Use credit to pay dues
Apply a scout's credit in one step. The paid-through date moves forward. The bank balance does not change, because the deposit already happened.
Adjustments with a reason
A manual change needs a written reason, so nobody has to guess later.
A rule for inactive scouts
When a scout goes inactive, their credit is held for the number of months you choose. After that it returns to the troop.
Dues
One family payment can cover more than one scout, and you still know who is current.
Family payments, split across siblings
Record one payment and split it until every dollar lands on a scout.
Paid-through dates you can trust
The date moves only for the scouts you name.
Set dues once
Choose a default amount and how often it is due: monthly, quarterly, or yearly. Trailhead uses that everywhere.
Fundraising
Credits post only when they match the money you actually raised.
Batches that balance to the cent
A batch will not post until the scout lines equal the total.
Troop share, kept separate
A troop share line counts toward the total without crediting a scout.
Tied to the deposit
Record the bank deposit with the batch so the fundraiser and the statement line up.
Undo without rewriting history
Reverse a posted batch when something was entered wrong.
Events
Before a campout, you can see who is going, who has paid, and whose forms are still out.
Going, paid, and forms on one grid
Each campout or service day shows the answers in one place.
Columns your troop actually needs
Add a health form, a swim test, or anything else that has to be in before you leave.
Deadlines stay on the overview
Set the fee, RSVP, payment, and form dates. What is coming up shows on the overview.
A calendar of events and due dates
Campouts, form deadlines, and what the troop is due sit on one calendar. Parents see those dates on their page.
One reminder to the families who still owe
Email the families who are not done. If troop email is not set up, it opens your own mail app with the list filled in.
Reimbursements
Receipts come in on a link. Approval follows the dollar limits your committee set.
A link, not another login
Leaders and parents submit a request with up to three receipts, PDF or photo. They do not need an account.
Approvals that grow with the amount
Small requests stay with the treasurer. Larger ones go to the scoutmaster. The biggest go before the finance committee, using limits you set.
The committee meeting is written down
A finance committee approval records the date and who was there.
Pay from scout credit when that is the right call
Apply a reimbursement against a scout's credit instead of writing a check.
Budgeting and reporting
The committee packet comes from the book. You do not rebuild it in a spreadsheet each month.
A yearly budget by category
Set an annual budget and watch spending against it.
Budget next to actual
A chart shows budget and actual side by side.
Five reports, ready to go
Treasurer, balances, dues aging, budget, and approvals.
Spreadsheet or a printed page
Download a spreadsheet, or print a report for the committee packet.
One-Click Close
A month, quarter, or year packet from the book: a one-pager, a presentation, actuals, and a data backup. A year still in progress ends today.
The whole month on one overview
Accounts, reconcile status, unbalanced fundraisers, pending reimbursements, past-due dues, and upcoming deadlines.
Roster, families, and compliance
Money and messages stay with the right family, and Youth Protection dates do not sneak up on you.
Households, parents, and scouts
Each family is the record. Parents and scouts sit under it.
Registration and Youth Protection
Member ID, registration expiration, and Youth Protection expiration, before anything lapses.
The council training report
Upload it and Trailhead updates Youth Protection dates for the people it can match.
The council roster
Import the full roster, or the scouts and adults reports on their own. Member ids match people already on the roster and fill in whatever the other file left blank.
A private page for each family
Their link shows balances, paid-through dates, events, announcements, and documents. Not the rest of the troop.
A note to everyone, or to one family
Parents see announcements on that same page.
Announcement groups
Write the committee, the finance committee, leadership, new families, a custom group, or the people going to an event.
Documents with a chosen audience
Permission slips, budgets, and policies. Committee only, parents and committee, or everyone with access.
Controls, roles, and handoff
The treasurer writes the book. Everyone else can see what their role allows. The next treasurer can take the records with them.
One writer, many readers
Only the treasurer changes the book. The committee can review it.
An audit log
Who did what, and when, for year-end and for a handoff.
Approval limits you set
The dollar amounts for treasurer, scoutmaster, and finance committee are the troop's own rules.
Roles that match the troop
Treasurer, scoutmaster, finance committee, committee, and parent.
An invite that expires
Committee members join from a link that lasts 14 days.
A password reset from Settings
You can make a reset link for a member without opening a support ticket.
Your troop's words
Rename troop, scout, scoutmaster, treasurer, and committee so the book matches how you talk.
The data stays yours
Download the whole book, including when you hand it to the next treasurer.
The year starts when you say
Choose the month the troop year starts. It is always twelve months, and year-to-date follows that year.
Email, Google, or X
Sign in with a password, with Google, or with X.