Your Whole Organization.
One File. Always Under Control.

Members, payments, fundraising, events, and reports — all connected in one Excel system you own outright. No monthly fees. No new software to learn. Download it today and run a more organized group by tomorrow.

Instant download · Works in Excel on Windows & Mac · No per-user fees

Sound familiar?

It's 10pm. You're still in a spreadsheet. And you've got an early morning.

I've talked to thousands of group administrators — church secretaries, club treasurers, nonprofit coordinators, association managers. The details differ. The problems are always the same three things.

"This was supposed to take an hour. It's been three."

You’re reconciling dues in one file, cross-referencing the member list in another, trying to remember where you saved last quarter’s report. Nothing is connected. Every update touches four different spreadsheets. And you can feel the evening slipping away — again.

"Someone asked a basic question about our group. I had to say I'd get back to them."

How many active members do we have? What did we collect last quarter? Who hasn’t paid? You manage this organization every single day — and you still can’t answer simple questions on the spot. The data exists somewhere. Getting to it fast enough is the problem.

"If I stepped back tomorrow, none of this would make sense to anyone else."

The history, the context, the way everything is organized — it lives with one person. Change the treasurer and the payment records go with them. Change the secretary and the member list disappears. You’ve built something fragile. And somewhere in the back of your mind, you already know it.

You're not doing anything wrong. You just don't have the right system yet.

One system. Everything connected. Owned by you.

The Excel Organization Manager is a complete management system built inside Excel — running on your own computer, owned by you outright. Members, payments, fundraising, expenses, events, and reports. All in one file. All talking to each other.

No cloud subscription. No per-user fees. No waiting on IT. Download it, open it, and your team can start using it today. And if anyone gets stuck, the built-in AI assistant walks them through it — in plain English.

What changes the day you install it.

The difference is immediate. Things that took hours take minutes. Things that were scattered are in one place. Things that lived in someone's head are now in the system.

Area	❌ Before	✅ With Organization Manager
Member records	Scattered across multiple spreadsheets	One searchable, always-current database
Dues & payment tracking	Manual, incomplete, easy to lose	Auto-logged, tied to each member record
Fundraising campaigns	No real-time visibility on progress	Live dashboard — goal, raised, outstanding
Expense reporting	Receipts in folders, reports rebuilt from scratch	Categorized, connected, one-click reports
Event planning	Separate emails, calendar apps, to-do lists	Built-in event tracker, linked to members
Software cost	$40–$120/month, per user, forever	One flat payment — no per-user fees
Staff access	Shared logins, version confusion	Multi-user ready up to 5 staff
Leadership transitions	History walks out the door with the last admin	Everything stays in the system — always

Seven things your group deals with every week. One system that solves all of them.

Every part of this system was built around a specific problem I heard real group administrators describe — over and over, in every kind of organization, in dozens of countries. They're all connected in one file. You enter information once. Everything else stays in sync.

Your Command Center

"I'm always the last to know what's happening in my own organization."

The Dashboard shows you everything the moment you open the file — active members, recent payments, upcoming events, campaign progress, and any alerts that need your attention. No digging. No chasing people for updates. Open it and you're caught up in under 10 seconds.

Live count of active, inactive, and new members
Recent payment activity — today, this week, this month
Campaign progress front and center
Upcoming events and deadlines at a glance
Alerts for overdue payments or pending tasks

→ Open the file. Know everything. In under 10 seconds.

Every Member. One Place.

"I have 200+ members spread across four different spreadsheets."

Every person in your organization — contact info, membership status, join date, group assignments, full history — in one searchable database. Find anyone in seconds. Export a directory for your next meeting in one click. Know exactly who's active, who's lapsed, and who just joined this month.

Complete member profiles with custom fields
Group and sub-group organization
Active / inactive / archived status — always current
One-click directory export for meetings or mailings
Bulk import from your existing spreadsheet

→ One database. Every member. No more hunting across files.

Know Exactly Who's Paid

"I think they paid. But I'd have to dig to know for sure."

"I think so" is not an answer you should have to give. Every payment — dues, fees, contributions, event tickets — is logged against the right member the moment you enter it. Outstanding balances calculate automatically. Payment history is always one click away. No more digging. No more guessing.

Track any payment type: dues, fees, contributions, event tickets
Full payment history tied to each member record
Outstanding balances and overdue alerts — automatic
Print or export receipts in one click
Year-end financial summary ready when you need it

→ Who's paid, who's overdue, what's outstanding — in seconds, every time.

Always Know Where You Stand

"We set a $50,000 goal four months ago. I still can't tell you exactly where we stand today."

Fundraising without real-time visibility is a guessing game. Track every pledge, every payment received, and every outstanding balance — so you can walk into any meeting and tell the room exactly where you are against your goal, down to the dollar, without any prep work at all.

Set campaign goals with targets and deadlines
Track pledges and payment schedules per person
Outstanding balances calculated automatically
Live progress dashboard — always current
Overdue alerts so nothing falls through

→ Walk into any meeting knowing exactly where your campaign stands.

Stop Guessing Where Money Went

"Every board meeting I'm scrambling to figure out what we spent and where it all went."

Every expense you enter is categorized, timestamped, and permanently on record. No more receipts in folders. No more reconstructing transactions from memory. You always know exactly what went out, when, and why — and your budget vs. actual comparison updates automatically all year long.

Log any expense in seconds — fully categorized
Monthly, quarterly, and yearly breakdowns — automatic
Budget vs. actual tracking all year long
Income vs. expense view by any time period
Event costs connected to your expense tracker

→ Walk into every board meeting knowing exactly where the money went.

Nothing Falls Through the Cracks

"We had three things happening the same week and nobody knew about any of them until the day before."

Every event — meetings, fundraisers, registration deadlines, community activities — lives in one calendar connected directly to your member records. See what's coming, who's registered, and what still needs doing. No more last-minute surprises. No more "I thought someone else was handling that."

Schedule and track any type of event
Member RSVPs and attendance linked to each record
Upcoming events visible at a glance from the dashboard
Past event history always on record
Event costs connected to your expense tracker

→ Everyone knows what's coming. Nothing gets forgotten.

Reports in Minutes, Not Days

"Our annual report took me the better part of a week. I dread it every single year."

It doesn't have to. Every payment, expense, and transaction you've logged throughout the year is already organized and connected. When report time comes, you're not building from scratch — you're clicking print. Your board gets a clean, professional summary. You get days back.

Annual, quarterly, and monthly reports — one click
Income vs. expense summary — always ready
Filter by date range without rebuilding anything
Board-ready format — print or export instantly
Full audit trail behind every number

→ Annual report. One click. Twenty minutes. Not a week.

1,000+ organizations are already running on this system.

I've bought a lot of 'solutions' before that promised to organize everything but still left me to connect all the dots myself. This is different. It's complete. I didn't have to over customize a thing before using it and that made all the difference.

Organizing our charity event used to be a nightmare. Between managing guest lists, tracking sponsorships, and coordinating volunteers, I was constantly jumping between different tools. This Excel Manager has brought everything together

The built-in GPT assistant is a game-changer! I'm not the most tech-savvy person, and sometimes I'd get stuck trying to figure out a report or how to log a specific expense. Instead of waiting for support, I just ask the assistant, and it walks me through it.

This system is a lifesaver! Our small non-profit was drowning in paperwork. Now, tracking everything from pledges to expenses is quick and easy. More time for our mission, less time fighting with data. Highly recommend!

Our sports club's records used to be a hot mess spreadsheets everywhere, never knowing which one was the latest. I'd waste hours just trying to figure out who paid what. This system pulled everything together. Keeping tabs on members is a breeze, and those financial statements? Done in a snap. Seriously cut down on my admin headaches

Whether it's our local club, or even a small business, this tool just simplifies everything. People management, finances, events etc it's all there, easy to use, and keeps us focused on what really matters: our community.

The biggest win for me is context. When I open a customer, I see everything, emails, notes, files, appointments without thinking about where I saved something. That alone saves me a lot of time every week.

What I really like is having all our data on our own computers. With everything moving to the cloud these days, it's good to know our sensitive info is secure and private. Plus, it works even when the internet's out, which is super handy when we're on the road. Randy really nailed it; it's powerful but still easy to use.

I’ve bought a lot of Excel templates before and never fully used them. This is different. It’s finished. I didn’t have to decide anything before using it, and that made all the difference.

We're growing fast, and we needed a system that could keep up without breaking the bank. This Excel solution handles unlimited members and households, and it's built to last. It's truly a long-term investment for our organization.

Doesn't matter what you call your group. If you manage members and money, this is for you.

This system was built for anyone managing a roster and handling finances. The specific type of organization is secondary — the problems are the same everywhere.

Faith Communities

Churches, mosques, synagogues, and congregations managing members, giving records, pledges, and annual contribution statements.

Nonprofits & Charities

Organizations tracking donors, campaigns, grants, and program expenses — with board-ready financials available any time.

Sports Clubs & Leagues

Clubs managing rosters, registration fees, event costs, and seasonal reporting without the spreadsheet chaos.

Associations & Societies

Professional and civic associations tracking dues, events, member communications, and annual financials in one place.

Community Groups

Neighborhood associations, cultural organizations, and community groups that need simple, private, well-organized records.

Alumni & Fraternal Groups

Alumni associations, school clubs, and fraternal organizations managing rosters, dues, and annual fundraising drives.

Hand it to anyone on your team. The AI handles the learning curve.

I hear it constantly: "I'm not an Excel person." You don't need to be. Every copy includes a built-in GPT assistant that knows this system inside and out. Ask it anything in plain English — it answers immediately, like a colleague who's been using it for years.

Plain English. Real answer. Right now.

Type "show me everyone who hasn't paid dues this year." Done. No manual. No searching. No waiting on support. Just an answer.

Anyone on your team can use it.

New treasurer? Volunteer who's never opened Excel? Board member who calls every device "the computer"? Point them at the AI assistant and walk away.

Up and running the same day.

Most users import their member list, log their first payment, and pull their first report all in one afternoon. The AI makes sure you never get stuck — on day one or ever.

Your data stays on your computer.

The system runs locally. Member records, payment history, financials — they never leave your machine. The AI connects only when you ask it a question.

Randy Austin

Founder, Excel For Freelancers · 7× Microsoft MVP

I've spent over a decade building Excel-based tools for people who run real operations. Not templates — complete, working systems that people open every morning and rely on every day. I've watched too many group administrators burn their personal time on admin work that should take minutes. This system is my answer to that.

The Organization Manager came directly from what I kept hearing. Treasurers, secretaries, coordinators, club managers — in churches, nonprofits, sports leagues, associations, in dozens of countries — describing the same three problems. Every module in this system was designed to solve one of them. That's it. No bloat. No features you won't use.

Over 892,000 people follow my work on YouTube. More than 1,000 organizations around the world use my tools. Microsoft has recognized me as a top Excel expert six times. But what I care about most is that the things I build actually work — for real people, running real organizations, every single day.

Own It Once, Or Stay Current Forever

Both plans unlock the complete system — unlimited members, every module, no per-user fees. The only difference is whether you want future updates.

🍂 Fall pricing: 20% off with code FALLSAVINGS — ends Sept .24

STANDARD PLAN

Was $299

$87.00

$69.60

$87 — 20% off with FALLSAVINGS

One-time payment · No renewals, ever

Unlimited members and households
Unlimited events and donations
Full member database & contact records
Dues, payments & contributions tracker
Fundraising & campaign management
Expense tracking & financial reports
Event management module
24/7 built-in GPT assistant
Bug-fix updates — always included
Standard email support
1 User License

Instant download · Mac & Windows · 1 user license

PRO PLAN

Was $360/yr

$67/year

+ $40 one-time enrollment fee · First year: $107

Always current. Always improving.

Instant download · Mac & Windows · 1 user license

Most Popular ⭐

Free plan

Was $299

$0.00

Forever free · No credit card needed

1 User License
Church Manager (limited)
Up to 10 Households
Up to 10 Events
Up to 10 Gifts / Donations
Core member management
Basic expense tracking
Bonus: 24/7 GPT assistant

Instant download · Mac & Windows · 1 user license

STANDARD PLAN

Was $299

$69.60

$87 — 20% off with FALLSAVINGS

One-time payment · No renewals, ever

Unlimited members and households
Unlimited events and donations
Full member database & contact records
Dues, payments & contributions tracker
Fundraising & campaign management
Expense tracking & financial reports
Event management module
24/7 built-in GPT assistant
Bug-fix updates — always included
Standard email support
1 User License

Instant download · Mac & Windows · 1 user license

PRO PLAN

Was $360/yr

$85.60/year

+ $40 one-time enrollment fee · First year: $107

$107 — 20% off with FALLSAVINGS

Instant download · Mac & Windows · 1 user license

Most Popular ⭐

Not ready to decide? Try it with 10 households.

The free version runs the same system with a hard cap — 10 households, 10 events, 10 gifts, core member management and basic expense tracking only. Fundraising, financial reports and the event module aren't included. Most organizations outgrow it within the first month.

Download the limited free version →

Want this plus every Excel app, course, and new release Randy creates? See the Elite Membership →

Honest answers before you buy.

What kind of organizations is this actually built for?

Any organization that manages members and handles finances — churches, nonprofits, sports clubs, professional associations, civic groups, charities, alumni associations, and more. If you track a roster and deal with dues, contributions, or expenses, this system was built for you. The specific name of your organization doesn’t matter.

Do I need to know Excel to use this?

No. The system is fully built out — you open it and use it like an application. You’re not building anything. Every copy also includes a built-in GPT assistant that answers your questions in plain English, walks you through every feature, and helps your whole team get up to speed fast. Most people are running reports the same day they download it.

What's the difference between Standard and Pro?

Both plans include the complete application — all 7 sections, unlimited members, and the built-in GPT assistant. The difference is what happens after you download it. Standard ($87 one-time) gives you the current version forever with bug fix updates included — you own it outright, no recurring fees ever. Pro ($40 enrollment + $67/year) keeps you on the latest version always — every new feature and module Randy releases is added to your copy automatically. Pro also includes the sheet password for customization and priority email support.

Where is our data stored? Is it private?

Everything runs on your own computer — no cloud servers, no third-party storage, no vendor access to your records. Your member data, payment history, and financial records never leave your machine. You own your data completely. This is one of the most important advantages over cloud-based management software, especially for organizations where member privacy matters.

What version of Excel do I need?

Microsoft Excel for Windows (2016 or later). Excel 365 is fully supported and recommended. Excel for Mac 2019+ is supported with minor feature limitations — the core modules (member management, payment tracking, reporting) all work on Mac. If you’re unsure about your setup, email us before purchasing and we’ll confirm it works for you.

How many members can the system handle?

There’s no hard member limit. The system is designed to handle hundreds or thousands of members with fast, responsive searching and filtering. Organizations with 1,000+ active members use it without performance issues on any modern computer.

Can multiple people in our organization use this?

The system runs on a single license — one person manages the file and handles data entry. That said, because it generates board-ready reports and exportable directories in one click, your whole team benefits from the output even though one person runs it. Most organizations find this fits naturally: one treasurer, secretary, or coordinator owns the system.

What if I'm not sure which plan is right for us?

Start with Standard ($87 one-time) if you want to own it outright with no ongoing commitment — you get the full application, the built-in AI assistant, and bug fix updates forever. Choose Pro ($107 first year, $67/yr after) if you want every new feature Randy releases added automatically, plus priority support and the ability to customize the sheet layout. Both include the complete system.

What is the $40 enrollment fee on Pro?

The $40 enrollment fee is a one-time charge on your first year only — it covers your first year of Pro membership. After that, you renew at just $67/year. So your first year total is $107, and every year after is $67. You can cancel anytime.

Still Have Questions?

Do you have any concerns about the Excel Organization Manager?
You can fill out the form below or directly email us.

© All rights reserved