Today we added additional years to the Business Planner 2019 – 2021. This is a unique Excel template that lets you sets short and long-term goals and break them into small pieces. Credits: this template has been based on the Passion Planner of Angelia Trinidad. It has been changed to fit digital application. If you prefer a hardcopy please buy it at https://passionplanner.com/.
3 different layouts
1. Annual layout: Helps you create a one year plan to reach your goals. Use this layout to mark checkpoints and deadlines in the monthly and weekly layouts. Define monthly focus points and decide on projects to execute.
2. Monthly layout: Helps you check in with your previous month, define your most important goals, break down your goals into actionable steps, and set deadlines. All data from the annual layout is also displayed.
3. Weekly layout: Incorporates your business and personal goals into the context of your daily responsibilities. Each week has sections for you to write in the week’s focus and the day’s focus, schedule appointments, list both personal and work tasks by priority, jot down the good things that happened, and a blank space to customize each week to your needs.
5 extra templates
It also comes with five extra sheets for making notes, keeping to-do-lists, tracking your habits, a contact list and a sheet to reflect on the last mont and planning the next month.
Download your free bookkeeping template now! Do you want to do your own bookkeeping in Excel? That is easy when you have a well designed and tested template. We have developed the Excel Accounting Template which has lots of features. However, if your business is small and you don’t want to spend any money on accounting templates or software, then try this…
And the best part? Support is included! With our free bookkeeping template you are up and running within minutes. It is very simple. However, we will gladly help you if you get stuck. Because bookkeeping is not just self-evident for all entrepreneurs. How we help you?
Extensive manual: we created a manual that will guide you through the bookkeeping steps. The manual is available online and as a pdf-file
FAQ: check the frequently asked questions first. There is a good chance your question has already been answered
Tips: practical bookkeeping tips for entrepreneurs like you
Good news! Today we released version 1.0.189 of the Excel accounting template. By request we added support for fiscal years deviating from a calendar year. For instance, a fiscal year starting at April 1st and ending at March 31st.
Simply enter the starting month at the Fiscal Year Settings area.
Please download the latest version in the members area. Use the ExcelWorkx Update Tool to quickly copy your data to this new version.
This release now supports version 2.0 of the ExcelWorkx Update Tool. Now you can choose what data you want to copy:
Copy all data (inclusing transactions)
Copy master data only (such as customers, suppliers, products & services etc. exclusing transactions)
Next to that we added the CoC-number to the invoice template which is mandatory in some countries. And we changed a formula to check for empty description fields in the Income tab. If no description was entered a “0” was shown. This has now been suppressed.
One of the biggest disadvantages of the Excel accounting template is having to manually copy your data into a new template when we release an update. Well, until now!
ExcelWorkx Update Tool
We our proud to present the ExcelWorkx Update Tool. Now you can automatically update to the latest version of the Excel accounting template without having to manually copy your data within minutes!
This is a big step for us. Now we can release new versions of the Excel accounting template more often without feeling burdened that you have to go through the manual update process. This is fully automated now.
You can download the ExcelWorkx Update Tool in the members area. Although the process is straightforward, please read the manual, since there are a few requirements that must be met.
The latest version 1.0.186 now supports the Excelworkx Update Tool.
We also added additional trade names to use for invoices, reminders and packing lists. You can enter them in the Settings-area. You can select the trade name on the right of the invoice, reminder and/or packing list.