The more consistent you are, the easier it is to analyse your accounts. This would be preferable to writing: "Mowed Mr Henderson's lawn in the morning". So, for example, if you spent time mowing Mr Henderson's lawn you could enter something like "Henderson - Lawn". You also don't need to type in too much detail. In entering the description of the expense or receipt you should be consistent. Quick Tip: Hold Ctrl & to the current date. For example: "" would be the way you would enter the 1st of January 2021. When it comes to entering dates you should enter them using the forward slash.
#BOOKKEEPING TEMPLATE HOW TO#
Dates How to Enter Dates the Correct Way in Excel? - 4:21 Now that you have your column headers, it's time to start entering your accounts. This will allow you to see how much money you have at any one time. In this column you will enter a formula that will calculate the running total. This is because it is an expense you will be reducing your money.Īny money received from work, you will enter under this column.
If your entry is an expense then you will enter the number here in minus or negative numbers. You will learn more about the importance of this later on. Try to be as consistent as possible when typing in repeated receipts and expenses so that the match the previous one. Under this heading you will type the description of the transaction. Meaning every time you buy or sell something you will enter in the date. Under this heading you will enter the date of the transaction.
These headings will determine the information you will enter into your accounts spreadsheet. The first thing you need to do, after opening a blank spreadsheet, is to enter in the column headings. Column Headings for your Bookkeeping Spreadsheet Create Column Headers - 2:18 Also, you will learn many everyday Excel hints and tips. As a result you will learn everything from creating a basic accounts worksheet to a Pivot Table.
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This tutorial is one of a series of Accounts Tutorials that you are encouraged to follow.
#BOOKKEEPING TEMPLATE DOWNLOAD#
If you simply want to download the template you can find it at the bottom of this page. Then, looking back, you can see when you had the most money and when you had almost nothing. That way you can see how your finances are at any point in time. Then add up all your expenses and see how much you have left.Īlso, a running total might be handy. You simply need the ability to total up all of the money you've received. You see that's all that you need as a one person band. Or it could be worse, it could be that you're looking at an accounts package or complicated spreadsheet template seeming more designed for a large organisation's tax return than simply being a record of expenses and money received. You then look at the blank spreadsheet on your screen. Then at the end of the month, or longer, you sit down and look at all the receipts that have piled up. So if why should you do your accounts when there's another painting job to be done, car to be repaired or wall that needs plastering. The trouble is, you're too busy actually running your business. The trouble is that that time rarely, if ever, comes. Keeping the books on all of your accounts can be something that you put off until you have time to it. Bookkeeping! The word is enough to drive anyone who is currently running a business into a panic.
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