Excel Spreadsheets for Book keeping

[Mattmjd]

I see this an old thread but I am after a similar thing. Doing my books on paper when I get time so it's really messy. I'm thinking something spreadsheet based would help my book keeping

 

[HandySparks]

I see this an old thread but I am after a similar thing. Doing my books on paper when I get time so it's really messy. I'm thinking something spreadsheet based would help my book keeping

That would be a spreadsheet then...

I use a couple of Excel spreadsheet files to run my business; one called 'Customers' and one called 'Accounts'.

The 'Customers' one has sheets for Enquiry/Job Tracker, Customers, Prospective Customers, plus some analysis sheets for customer distance, number of new customers by month, and how they found me.

The 'Accounts' one has sheets for Sales, Purchases, Credit Card, Current Account, Cash, again plus analysis sheets for keeping track of how the business is doing.

It's probably not much different to how you'd run a business on paper, except that the adding up is automatic and it's easy to pull out data for tables and graphs. It may not be quite as automated as a dedicated CRM and accounts package, but it's cheap, works for me, and I can tweak it to show exactly what I need.

 

[Mattmjd]

I guess it is. Tbh I'm not too adapted to online accounting. I have icertifi online for Certs and obv notifications are online so doing this online is the next step. Tbh I've not used excel before do t know where to start. Is there anywhere you know I can get an idea of what to do

 

[Deleted member 26818]

I would download Open Office for free, then have a play with it.
When I do my accounts, I split them into months 7th April to 6th May.
Left to right, date, income, expense, description then tax deducted.
I do a total at the end of each month, simple formula, just add all the cells above together.
Then at the end of the year, I total up the monthly totals, another simple formula, just add all the cells with totals together.

 

[Mattmjd]

Think I'm going to have to just jump in and give it a go. Been looking at Google sheets seems can be used on multiple platforms which is useful

 

[surelec]

Sorry to comment on an old thread, but I've been on my own for just about a month now and trying to get a spreadsheet going for my accounts is proving more of a task than I thought! If anyone could be of any help with any templates they have that would be great! My email is: [email protected]

Thank you in advance!

 

[Mattmjd]

I've been on my own about 3 years now and your best getting a good system early on as otherwise can get chaotic. If there are templates available I'd like a look my email is [email protected]