This training session is for finance staff and volunteers of third sector organisations based in Leeds and Bradford.

Learn how to set up a basic bookkeeping system that allows you to easily record income and expenditure, and to report on restricted and unrestricted funds.

Learning Outcomes

This course will teach you how to:

• Set up the spreadsheet
• Enter transactions onto the spreadsheet, with categories of income and expenditure, restricted funds, bank and cash accounts
• Reconcile the bank balance to bank statements
• Produce finance reports for in year reporting
• We will teach you how to use our in-house WYCAS cashbook, (which you can then download for free), which has been developed over many years to provide a simple, effective system for small charitable organisations and social enterprises etc. 

Suitable For

People working or volunteering in finance for third sector organisations.

What you will need:

•  Access to a computer with Excel software
• A basic ability to use a spreadsheet

How to Book

Please book via Eventbrite here