Troop/Group Financial Reporting
All troops, service units, and day camps are required to submit an annual financial report by the second Wednesday in June (June 10th, 2020). GSNEO has streamlined this process so that these annual financial reports are submitted online.
- Troops are required to use the Volunteer Toolkit Finance Tab
to report. >>Volunteer Toolkit
- Service Units and Day Camps/Groups are required to use an
alternate online system. >>Service Unit, Day Camp & Group
Follow the directions below that correspond to your troop, service unit or day camp group.
Troop Annual Financial Reporting Instructions
Effective beginning 2017-2018 Membership Year, all troops are required to file annual financial reports via the Finance Tab of the Volunteer Toolkit. To get to the Volunteer Toolkit, click on the link below and sign in to your MyGS account.
Click on “Volunteer Toolkit.” Once you are inside the Volunteer Toolkit, select the tab labeled “Finances.” It is the tab on the far right side.
Enter your amounts as indicated in the fields. Helpful information and details are available at the right side of each field.
Further information and details for completing the troop annual financial report are available on the Learning & Resources Nook. For more information contact email@example.com or call 800-852-4474.
After you submit the report, show your finance report to the girls in your troop and encourage them to earn the CFO Patch as a fun way to review what happened last year and what financial goals they could set for the coming year.
Service Unit/Day Camps/Groups Annual Financial Reporting Instructions
Click the link below to enter your unit's annual financial report. If you find that you need additional information while entering your financial information, you are able to save your work, and come back later to complete your report.
For unit number, key in EITHER your service unit number, or your day camp number as in SU302, OR DC411.
We recommend that you save your work frequently. Here is a list of reporting categories as shown on the input screen.
Tools to Help You Manage Your Finances
Volunteers have developed two Excel Templates tools that they have found useful in managing troop finances.
The Treasurer Tracking Template allows leaders:
- to track their expenses and categorize income and expenses for
the financial report due by the second Wednesday in June (June 12,
- to compute all of the Financial Report Category Totals and Balances.
The Expense Report Template is a form that each person needing reimbursement can fill out and return to the Troop Treasurer along with receipts. It helps the Troop Treasurer document the reason for the reimbursement.
If you wish to see the income and expense categories:
- Log into troop reporting
- When the screen appears with categories, go to the File pull-down in your browser and select Print. This will print a blank form. Here is a list of reporting categories as shown on the input screen.
Please review GSNEO Volunteer Policies related to finances here. Financial Management Policies begin on page 21. These financial guidelines have been developed by a group of volunteers and staff to help you carry out your responsibilities for the girls’ money, while helping them plan and conduct activities that are appropriate for their age, capabilities, and financial resources.
As girls grow, experience in Girl Scouting can help them learn to manage money wisely, understanding its value and developing habits of thrift, honesty and self-reliance. As you consider troop/group finances from the standpoint of the girl, remember to:
- Help girls realize that some troop/group activities cost money while others do not; talk with them about costs in relation to plans.
- Be aware of the economic situation of the girls’ families in order to set dues and costs at a figure everyone can afford.
- Help girls learn how to handle money through banking, shopping and record keeping.
- Work with girls to plan how to earn money to cover the costs of their plans.
Please become familiar with all the resources available to you, and conduct the troop/group’s business with transparency and integrity. This is another opportunity for you to be a role model. We trust that you will embrace the challenge of being a good steward of your girls’ hard-earned money. We appreciate your commitment to Girl Scouts and helping to build girls of courage, confidence and character.
If you have questions, please contact Customer Care at 800-852-4474.