DIY Accounts in Excel

May 21st20191:00pm - 4:00pm

In this free workshop you will learn to use a free Excel template to give you the confidence to set up a bookkeeping system on a spreadsheet.

You will

  • Be shown the structure of the linked spreadsheet
  • Set up a fictional organisation, with categories of income and spend, restricted funds and bank and cash accounts
  • Reconcile the bank transactions to the spreadsheet
  • Review how the inputs produce a finance report for use in the year

Laptops and materials are provided; a basic ability to use a spreadsheet is needed.

Your WYCAS tutor will lead the session, working through a practical exercise, so that you will be able to set up and use a spreadsheet recording method for your organisation.

Please note this training session is not funded for delivery to groups outside the Leeds area.

Location: WYCAS, Leeds

Contact: - 0113 270 6291

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