Simple bookkeeping template using bank statement and excel spreadsheet

Here’s a simple bookkeeping template we have developed which can be easily used by anyone who has basic understanding of Excel spreadsheets.

You can download bank statement from your online banking using csv file and save the columns of Date, Description, Payment, receipts. The spreadsheet will pretty much do the rest. The only thing you’ll have to do is explain the transactions by selecting the ‘Accounts’ type from the dropdown list.

This template is ideal for non-vat registered businesses with low volume of transactions.

Download Excel template

simple bookkeeping - Cash book template