Learn how to set up a basic bookkeeping system that allows you to easily record income and expenditure, and to report on restricted and unrestricted funds.
This is a FREE 3 hour course which will be held online for a maximum of 4 people. We will email you a link to the online course a few days before the event.
This course will teach you how to:
- Set up the spreadsheet
- Enter transactions onto the spreadsheet, with categories of income and expenditure, restricted funds, bank and cash accounts
- Reconcile the bank balance to bank statements
- Produce finance reports for in year reporting
We will teach you how to use our in-house WYCAS cashbook, (which you can then download for free), which has been developed over many years to provide a simple, effective system for small charitable organisations and social enterprises etc.
What you will need:
- Access to a computer with Excel software
- A basic ability to use a spreadsheet
