Money Management Program

Financial Tracking Tools

Two items that can help greatly with helping clients to track their finances are the Payee Ledger and the Monitoring Checklist. The Payee Ledger is used by volunteers to keep track of all the client’s income and bills that are paid. Download Blank Rep Payee Ledger The Monitoring Checklist is... Read more →

Volunteer Reports

These monthly report forms are submitted to the state coordinator by the volunteer. Monthly Stats Report: use this monthly form to report how many clients have been assisted. Download FY14 Monthly Stats Report The Monitor Checklist is submitted for review to ensure that all procedures have been adhered to. Download... Read more →