BeeKeeper vs. myPTEZ
The short version
Two things are not automatic, because they cannot be. The myPTEZ reports we read do not carry your bank balances, so you enter those from a statement. And a check you wrote that has not cleared has to stay open so it appears the first time you reconcile. Both are on the review screen before you commit, and both are where a migration goes wrong when nobody warns you. Consider yourself warned.
Side by side
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How the import actually goes
- 1
Export two reports
The Category List from the Ledger menu, and the Transaction Detail report from Category/Transaction Reports. Set the report format to Excel on both, and start the transaction report early enough to cover the history you want — 7/1/2020 is a common answer.
- 2
Upload both and read the preview
We rebuild your chart of accounts and your history and show you what we found: how many accounts, how many transactions, the date range, and anything that did not balance. Nothing is written until you say so.
- 3
Answer two questions, then commit
Enter each account's balance as of your start date, and tell us the date your books were reconciled through. Everything on or before that date is filed as history so it does not crowd your first reconciliation.
PTA accounting that runs itself
Built for school groups. Free for 30 days, no credit card required.
Keep looking around
AI Assistance
AI reads receipts, matches them to transactions, and proposes a category and vendor for every import. Nothing posts without a human saying yes.
Audit Kit
One page pulls the year together for your audit committee — and hands you a list of what is still missing while there is time to find it.
Support
Our support team does nothing but K-12 school groups. They know what a fiscal year close looks like for a PTA, why your council wants that report, and how to fix the books when it goes wrong.
FutureFund Sync
Link your FutureFund account once and each payout lands in BeeKeeper as a journal entry — income per campaign, fees grossed up, sales tax where it belongs, deposit matching the bank.
Bank Imports
A direct, read-only connection to your bank brings transactions in nightly. Rules and AI categorize them, so your ledger is current between meetings, not after them.
Budgets & Amendments
Build the annual budget, take it from working draft to proposed to approved, and track actuals against it all year. Amendments are numbered, carry their reason, and stay on the record.