Simple Accounting Spreadsheet Instructions
A quick overview of the spreadsheet
First, you'll want to review the income and expense categories, and make any changes that are relevant for your business.
Introduction
Setup
You will enter your business transactions on the 'Income' and 'Expense' tabs. This info will flow to your reports.
Enter Transactions
Charts & Graphs
The charts and graphs in this spreadsheet can give you very helpful visual representations of your financial data.
Reconciliation
If all your business transactions are in the same bank account, you'll want to reconcile your work against your bank statements.
Congratulations on making your accounting easier! Below you will find instructions for each part of the Simple Accounting Spreadsheet. In less than an hour, you should be setup, informed, and ready to start using your spreadsheet. If you have questions - contact me here!
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