£30: For organisations based in Leeds and Bradford.
Free: For Leeds and Wakefield tenants and residents associations.
Free: For Community groups based in Kirklees, Wakefield, and Calderdale.
Learn how to set up a basic bookkeeping system that allows you to easily record income and expenditure, as well as report on restricted and unrestricted funds.
This is a 3-hour course held online, with a maximum of 4 participants. We will email you a Zoom or Teams link a few days before the event. This is an interactive session, so microphones and cameras will be on throughout.
Course Content:
- Set up the spreadsheet
- Enter transactions, with categories for income and expenditure, restricted funds, and bank and cash accounts
- Reconcile the bank balance to bank statements
- Produce finance reports for in-year reporting
We will guide you through using our in-house WYCAS cashbook (available for free download), developed over many years to provide a simple, effective system for small charitable organisations and social enterprises.
What You Will Need:
- Access to a computer with Excel software
- Basic ability to use a spreadsheet
How to Book
Please visit our Booking Page.