Getting Started Overview
Your complete guide to setting up and launching your troop's financial management system
Parent focus
Parent focus: learn family account basics, event registration flow, and balance visibility.
- Review how to manage registrations for all family members.
- Understand how payment requests and confirmations appear in your account.
Welcome to TroopForge! This guide will help you get your scout troop's financial management system set up and running. Whether you're a treasurer setting up a new account or a leader getting familiar with the platform, follow these steps to ensure a smooth onboarding experience.
Who Should Use This Guide?
- Treasurers: Complete all steps to set up your troop account from scratch
- Leaders: Review sections 3-6 to understand member and event management
- Parents & Scouts: Skip to section 7 to learn about your dashboard and account features
Step 7: Understanding Scout Financial Accounts
Every member automatically has a scout account for tracking their financial activity. Understanding how these accounts work is key to using TroopForge effectively.
Account Balances
- Current Balance: Total funds available (can be negative if overdrawn)
- Available Balance: Funds currently usable after active holds
- Reserved Funds: Funds reserved for pending scout account payment requests or manual treasurer holds
Transaction Types
- Deposits: Money added to accounts (fundraiser earnings, family contributions)
- Withdrawals: Event fees, gear purchases, trip costs
- Transfers: Moving funds between family members
How Scout Accounts Work:
- Scouts earn money through fundraisers (credited to their accounts)
- Parents can contribute additional funds to family members' accounts
- When scouts sign up for events, their amount owed increases (no hold is created yet)
- When a scout account payment is requested, that amount is placed in pending hold for treasurer review
- When approved, the withdrawal posts and the pending hold is released
- All transactions maintain a complete audit trail