Bookkeeping template for small groups
Simple day-to-day financial tracking
Introduction
All organisations need to keep accounting records. Most now use online software like QuickBooks, but if you are small and your accounting needs are fairly simple, then a good old spreadsheet may be fine. This template should be all you need.
Key features
Easily keep track of income and expenditure
Track restricted income and funding
Multiple tabs for different bank accounts and petty cash
Download
Click the button below to download our free template. (Size: 98KB, Format: Microsoft Excel)
Demo video
In the video below, we walk you through how to use our template.
Download transcript (Size: 23KB, Format: Microsoft Word)
Further support
If you need any help with our resources, feel free to contact us. We are happy to explain them and offer training. We can even redesign the tools a bit, perhaps expand them or develop new features, because these resources are fairly basic tools and they're not designed for everyone.
You may need to amend the tools yourself a little bit to suit your individual needs as an organisation, and we would encourage you to adapt them and make the resources work for you.
We hope you enjoy them and find them useful. Providing free advice and resources helps us achieve our own charitable goal, which is to help organisations run themselves more efficiently and effectively.
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