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This file is designed to assist in accounting for small non-profits, charities, and churches. It is designed to automatically create profit and loss statements, as well as fund statements based upon the dates entered. The system automatically calculates these various statements based upon entries into a “register,” similar to what you would enter in a check register.
Additionally, this file is built to help track donor data, and produce a letter you can customize as needed that will automatically calculate a donor’s contributions for a year.
To see an example of the file being used, go to: https://www.facebook.com/simpexcelsolutions/videos/532134857791040
The file produces automatically after inputting transactions several forms of an income statement (profit and loss statement), as well as several helpful graphics.
Also includes an area to track donor info, as well as producing a donor letter.
As with any of these files, if you need small tweaks, please contact me and I can make them free of charge. Also, if you need assistance importing older data to produce the prior year financials, I am available to do this for an additional fee if you contact me.
Love this!! Simple and straightforward. Easy to use. Excellent customer service and lightning fast response to questions. Don't hesitate to purchase this!
Thank you! It's been helpful
This was a great purchase!
Really useful for a small school organization! I'm starting up as the first treasurer and this gave me a great starting place that I hopefully can pass on to the next treasurer someday! Thanks so much, Andrew!
The vendor was extremely helpful when I contacted him with a question. His response was quick and easy to understand. I highly recommend.
