Membership Toolkit and Volo Cash: Using Both

Membership Toolkit and Volo Cash: Using Both

By Tyler Elliott · Updated September 16, 2026

Membership Toolkit and Volo Cash cover different halves of running a PTA. Membership Toolkit (MTK) is a platform for the public side of your organization: the website, the member directory, the calendar, volunteer sign-ups, email, and online sales. Volo Cash is built for the treasurer: expense submission, approvals and signatures, the budget, and the books.

I served as a PTA treasurer for three years across two school districts and trained the treasurers who came after me. I’ve used Membership Toolkit as a parent and admin for over six years. Membership Toolkit does have its benefits and conveniences. For example, sales can automatically feed into your books. In my experience, we typically end up supplementing MTK with different sales platforms to meet the specific needs of each program (e.g. auctions need bidding, a talent show needs a seating map). Because the income is already segmented and most of my time is spent on the expenses side of things, I find it best to optimize for the money going out.

Plenty of organizations use Volo Cash in conjunction with Membership Toolkit, which is what this guide will cover.

Overview

Membership Toolkit’s design center is the organization: who your members are, what you are telling them, and what they are buying and signing up for. On its Essential plan ($550 per year as of September 2026) that includes a website, contact database, directory, calendar, volunteer scheduling, a newsletter and email tool, online sales and donations, and a mobile app. Accounting Tools arrive on the Premium plan ($850 per year).

Volo Cash’s design center is the reimbursement: a parent spends their own money, submits the receipt, the board approves it the way your bylaws require, and the treasurer pays and records it. The books, the budget, and the reconciliation sit underneath that flow.

  Membership Toolkit Volo Cash
Built around Your organization and its members The treasurer’s workflow
Website, directory, and calendar Yes No
Membership records and dues Yes No
Newsletters and bulk email Yes No
Online store and donations Yes No
Volunteer scheduling Yes No
Expense requests No Yes, no account needed
Bylaws-based multi-signer approval No Yes (treasurer plus president or VP, and so on)
Budget remaining shown while approving Reported after the fact Yes, in real time
Click-to-match reconciliation Manual compare Yes, and signed by a reviewer
Price $550 to $1,150/yr (accounting on $850+) as low as 1% of expense budget, capped at $500/yr

How the two fit together in practice

Website content and membership management live in Membership Toolkit along with the money coming in from sales and other forms that create purchase records neatly tying back to your membership. Money going out, your accounting records, and all financial reporting happen in Volo Cash.

  • A volunteer makes a donation via MTK.
  • That donation, grouped with others, arrives in Volo Cash as a deposit through the automatic bank feed.
  • Down the road, when our volunteer buys decorations for a fundraiser, they submit a request in Volo Cash.
  • The submission and approvals are handled there, and your books reflect the reimbursement automatically.
Volo Cash reimbursement open for signature on mobile, showing the budget impact of the request.
Open: a signer reviews the request, with its budget impact shown.
A Volo Cash reimbursement form signed digitally by the auction chair, president or vice president, recording secretary, and treasurer.
Signatures: each role your bylaws require signs digitally.
A signed Volo Cash reimbursement ready to pay, with options to record a transaction or print a check.
Signed: record the payment or print a check.

Volo Cash matches the signing rules to your bylaws. A request that needs the treasurer plus the president, or any two of four officers, collects exactly those signatures and records each one on the form. Budget categories can carry a pre-approver, making sure the program chair can keep track of their budget. Other regular treasurer tasks have been optimized too, like receipt matching and click-to-match reconciliation.

Volo Cash bank reconciliation screen matching a bank statement against book transactions side by side.

Reconciling in Volo Cash: each statement line finds its match in your books as you click.

Migrating data

Volo Cash imports Membership Toolkit’s own reports. A mid-year switch does not mean typing a year of history back in.

Your past activity comes from the General Ledger. In Membership Toolkit, go to Accounting → Reports → General Ledger, pick the accounts and date range you want, click Refresh, then Download as Excel. Upload that file in Volo Cash under Books → Imports. You get to review everything and merge it with what you already have.

Your budget comes from the Budget vs. Actual report. In Membership Toolkit, go to Accounting → Reports → Budget vs. Actual, choose the fiscal year, and download it as Excel. Upload that on the Volo Cash budget page. Everything is ready for you to see budget use before approving or paying an expense.

When to use Membership Toolkit’s accounting

I would stay on Membership Toolkit’s Accounting Tools if:

  • You are already on the Premium plan, have been using the accounting feature of MTK, and enjoy managing your books with that interface.
  • Your reimbursements are already easy. If a single treasurer pays requests without collecting signatures from other officers, the approval workflow is solving a problem you do not have.
  • You want one system for everything. Running two tools means two places to go, which is a non-zero cost.

When adding Volo Cash makes sense

  • Your bylaws require more than one signature. Volo Cash collects each one digitally, in the way your bylaws require. Our guide to how PTA expense approvals work under your bylaws covers what those rules usually say.
  • Reimbursements take too long. Easy submission, digital approvals, and two-signer check authorization mean a reimbursement can be paid without anyone leaving home.
  • Treasurer tasks take too much time. Volo Cash is designed to take common treasurer workflows from hours to minutes.

The bottom line

These two tools cover different jobs. If Membership Toolkit runs your organization well, keep it. If the part that hurts is getting expenses approved, signed, paid, and recorded, that is what Volo Cash is built for, and the two sit side by side without either one getting in the way.

You can try Volo Cash free for three months, import your Membership Toolkit history, and see your own numbers in it before you decide.

For how both sit among the rest of the options, see the honest roundup of the best PTA treasurer software.

Frequently asked questions

Can we use Membership Toolkit and Volo Cash at the same time?

Yes, and organizations do. Membership Toolkit runs the public side of your organization: the website, the directory, the calendar, volunteer sign-ups, newsletters, and online sales. Volo Cash runs the treasury side: expense submission, bylaws-matched approvals with digital signatures, the budget, and the books. Nothing has to be connected for the two to work together, because they cover different parts of the job.

Do we need Membership Toolkit's Premium tier if we use Volo Cash for accounting?

Membership Toolkit's Accounting Tools are on its Premium plan and up ($850 per year as of September 2026); its Essential plan is $550 per year and does not include them. If your treasury runs in Volo Cash, the accounting module is not the reason to move up a tier. Whether the other Premium features are worth it is a separate question for your board.

Can we move our Membership Toolkit numbers into Volo Cash?

Yes, with two imports and no re-keying. The General Ledger report brings in your past deposits, expenses, and categories. The Budget vs. Actual report brings in your budget, with actual spend to date if you want it. Both are Excel downloads from Membership Toolkit's Accounting reports, and both upload directly to Volo Cash.

Which one do members use?

Both, for different things. They buy spirit wear, pay dues, and sign up to volunteer in Membership Toolkit. When they spend their own money and need paying back, they submit the receipt through Volo Cash, which does not require them to have an account or a password.

See it for your organization

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Tyler Elliott Former PTA treasurer, current PTA board member, and founder of Volo Cash.

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