Tutorials

1. Add your team roster

Roster template: Excel (.xlsx) · CSV

1. Go to the Roster tab and tap Upload full roster.
2. Drop in a CSV or Excel file. The first row needs headings, and it needs a Name column (or First name and Last name). Jersey number, role and email are optional. Any other columns (phone, birthday, notes) are ignored.
3. Choose Add and update to keep everyone already on the roster, or Replace the roster to start from the file.
4. Check the preview, which shows who is new, changed or unchanged, then tap Import.

2. Back up your data

1. Tap Export backup and save the file to Files, or email it to yourself.
2. Do it after big updates and at least once a month. Your records live only on your device, so the backup is your only copy if it is lost.
3. On a new phone or computer, tap Import backup and choose that file.

3. Create a new fundraising activity

1. Tap + New at the end of the tabs.
2. Give it a name (a bottle drive, a raffle, a tournament fee), a due date and the starting amount per player.
3. Leave Post payments into the main ledger ticked so money in shows up in the books by itself. Untick it for a tracking-only sheet, like a poker night.
4. Tap Create collection. The new sheet has a row for every player; enter what each family pays as it comes in.

4. View and send reports

1. Go to the Report tab to see the season so far.
2. Tap Print / PDF and pick a version: the summary, the full report, or budget against actual.
3. To send it, choose Save as PDF as the printer, then attach the file to an email to parents or your association.

5. Sign off on reports

1. On the Report tab, tap Sign under Team Treasurer or Team Manager.
2. Check your full name, sign in the box with your finger (or mouse), then tap Save signature.
3. Your signature, name and date print on the report. If the figures change after you sign, the report says so; tap Sign again to sign off on the new numbers.
4. Remove signature takes it off.

6. Start your team

1. The app opens with a sample team so you can look around first.
2. Tap Start my team.
3. Enter your team name and add your logo. The app picks up its colours; Default colours puts them back.

7. Set your budget

1. Go to the Budget tab.
2. Enter the season budget for each revenue and expense category. Use Add category for anything missing.
3. From then on, every transaction counts against its category. The Dashboard shows budget against actual.

8. Record spending

1. Go to the Transactions tab and tap Add transaction.
2. Enter the date, what it was for, the category and the amount.