About Trailhead Financial
Built by troops, for troops.
Trailhead started at a treasurer's kitchen table, between a spreadsheet, a Wave account and a stack of popcorn receipts.
Why we built it
Trailhead Financial was built by a troop treasurer. Like most treasurers, they inherited the books as a mix of spreadsheets, bank exports and notes from whoever held the job before. Crediting popcorn money to the right scout, chasing reimbursements and pulling together a monthly report for the committee took far longer than it should have. Trailhead is the book they wished they'd been handed: one place for the troop's money, clear enough for the committee and ready for the next treasurer.
Tally's tip: If you're new to the role, start by setting each scout's starting balance. Everything else builds from there.
What it changes for your troop
Time back
Close the month in less time, without rebuilding a spreadsheet.
Clear scout accounts
Every scout's balance, and the reason behind it.
An easy handoff
The book stays with the troop when the treasurer changes.
A committee that trusts the books
Every change is logged, and the committee can see the books.
Where we're headed
Now. The troop's books: scout accounts and fundraiser credit, dues, reimbursements, committee reports, reminder emails to families, Youth Protection training tracking and event message groups. Also in the book: two-factor sign-in, troop photo galleries with a parent media release, Scout Elections and position terms, a position report for Scoutbook entry, and PLC Scribe notes.
Next Coming soon — Bank statement import with automatic matching, and imports from QuickBooks, Cheddar Up and Excel.
Summit, today. Troop card payments and automatic bank sync (up to four accounts) are available on the Summit plan now. Bank linking stays optional for every troop.
We build in the order troops ask for. Tell us what would help at support@trailheadfi.com.
Tally's tip: Moving over from another tool? Write to support@trailheadfi.com and we'll help you get started.
Why troops choose a book made for troops
General accounting apps
Built for businesses, not troops. They don't track scout accounts or fundraiser credit for each scout, and the committee usually can't see the books.
Trailhead is built around scout accounts, dues and committee reports.
Spreadsheets
Flexible, but one wrong formula can throw off a scout's balance, and there's no record of who changed what.
In Trailhead, every scout balance has a reason behind it, and every change is logged.
Troop management apps
Great for calendars, advancement and communication, but the books are often an add-on.
Trailhead focuses on the money, and it works alongside the tools your troop already uses, including Scoutbook.
Your troop's records, always safe.
Back up the whole book anytime, so your troop's history is always safe, today and for every treasurer after you.
Tally's tip: Back up the book before every treasurer handoff, so the next treasurer starts with the full history.
Set up your troop's book this week.
Start free on Base Camp. Overlook is $79/year or $8/month when your committee is ready.
Trailhead Financial is an independent product. It is not affiliated with or endorsed by Scouting America. Scoutbook is a trademark of Scouting America.