Templates
We have created an assortment of templates for you to you can use in your business. Please feel free to download a template of your choosing and improve the management of your business’ Finance Engine.
Cashbook - FREE Template
The purpose of the Cashbook Starter Template is to capture the transactions of your business in an organized form and convert the data into useful information about the cash flows of your business.
It is an Excel spreadsheet designed for the startup entity, with the capacity to capture 50 transactions per month and summaries the financial year’s activity in a Cash Summary Report. For subsequent years, save the template as is so you have it on hand for future years.
Included: Instructions, Cash Summary Report, Cashbook for each month.