Free accounts systems to download

Two easy to use Excel accounts systems which you can download for free.

We developed these systems especially for small community groups as part of our Money in Mind project. They are designed to help you keep track of your group’s money so that you can check your balances, provide financial reports to your members, and report to funders.

There are two systems available: a simple cash and bank system, and an annual accounts system which tracks separate grants and projects.

Simple accounts system

  • Keep track of cash and bank transactions in and out.
  • Easy to record each time you receive money, make a payment, withdraw cash or pay cash into the bank.
  • The system keeps running cash and bank balances for you, so you can check how much you should have in your bank account and cash tin at any time.
  • Produce finance reports for your group at the touch of a button.
  • Perfect for groups who would like a simple system that’s easy and quick to use, and who do not need to keep track of multiple grants or projects.
  • Go to Simple accounts system.

Annual accounts system with grant tracking

“This system has saved our group’s life. I don’t know what we would have done without it – we were on the verge of getting into financial confusion, even though what we do is simple. It helped to give us clarity and is great.”
Homeopathy in the Sussex Community
  • Keep track of multiple grants or projects all in one place.
  • Produce reports for separate grants, and overall finance reports, at the touch of a button.
  • Easy to record each time you receive money, make a payment, withdraw cash or pay cash into the bank.
  • The system keeps running cash and bank balances for you, so you can check how much you should have in your bank account and cash tin at any time.
  • Perfect for groups who need to keep track of multiple grants or projects.
  • Go to the Annual accounts system.

More help with managing money

For tips about keeping accounts and looking after your group’s money, see our information sheets:

We also offer bespoke support to some small community groups in Brighton & Hove. For more information about this, and to find out whether your group could be eligible, see Support for Resource Centre member groups.

Updated January 2018

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