Annual accounts system with grant tracking

This system is ideal for groups who want to keep track of grant funding or specific projects.

It is simple to use, once you have it set up to suit your own group. 

Step 1: Download the files

You can download the accounts system from the Annual accounts system download page.

You will need to follow the installation instructions to make sure it works properly on your computer.

Step 2: Enter your own information on the set-up pages

Before you can start using the system, you'll need to personalise it by entering information on the Setting up your accounts worksheet:

You'll also need to put in your current cash and bank balances on this page:

Step 3: Press the Generate button to create your personalised spreadsheet

The generate button is on the Setting up your accounts sheet.

When you press it, you will see your own information copied across to the worksheets you'll use to keep your accounts. This takes a few seconds. Your system is now ready to use.