DIY Accounting in Excel, 15 October 2019

15 October 2019

Trainer: Rhys Jones, Community Accountant for Bradford district, WYCAS

If you want to implement a bookkeeping system that allows easy recording and reporting of income and expenditure between restricted and unrestricted funds then this course is for you:

Course content

Learn how to use the WYCAS Excel template to give you the confidence to set up a bookkeeping system for your organisation on a spreadsheet including how to:

  • Set up the structure of the linked spreadsheet.
  • Enter financial transactions onto the spreadsheet with categories of income and spend, restricted funds and bank and cash accounts.
  • Reconcile the bank balance to bank statements.
  • Use the inputs to produce finance reports for in year reporting.

Laptops and materials are provided. A basic ability to use a spreadsheet is needed.

Further help

The opportunity to have one-to-one support in establishing the Excel cash book spreadsheet for your organisation from the course tutor will be available.


This course is open to community organisations in Bradford district.

Please register online and read our cancellation policy.


Email or telephone the Community Action training team on 07419 133797.

Event details

Venue: Perkin House, 82 Grattan Road, Bradford BD1 2LU
Cost: £10
Time: 10am to 1pm