Financial record keeping

From Our Toolkit

The financial transactions of any group need to be clearly recorded and easy for others to understand.

Setting up a financial record system

The West Yorkshire Community Accounting Service provides an Introduction to spreadsheets for finance in the Accounting Software & Record Keeping section of its Good Practice Guides.

The Resource Centre has developed two simple Microsoft Excel budget spreadsheets which can be used and adapted by anyone.

The National Council for Voluntary Organisations have advice about record keeping for charities as part of their The Essentials of Charity Finance 4 part online course.

Browse the toolkit
Search the toolkit
Toolkit contents

A one-page list of all the sections of the Toolkit.