Features

✔ Very basic, easy to use and customizable template

✔ Ideal for those who have less bank accounts/credit cards

✔ Reconcile your bank/credit card balance at the end of each month

Instructions

1. List your Income streams and Expenses in the Category Database or use the + New Category.
2. Enter your transactions in the Transactions Database or use the + New Transactions.
   1. Enter your Opening or beginning balance of your bank accounts/credit cards.
   2. Add additional property if you have more than one bank accounts/Credit Card.

Important Notes

In order to add new reporting year, it's necessary for you to replicate the entire page of this template. Due to the limitations of this basic template, it's not viable to utilize it for more than a single reporting year.