Thread: Book keeping?
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09-05-2010, 06:42 PM
#19
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Originally Posted by Dan View Post
For those that use Excel. Don't suppose you mind sharing how you have it setup? (:
I have two sheets, expenses and income. Expenses has the following columns:
  • Ammount
  • Type (yearly, monthly, one time, etc)
  • Place of Purchase
  • Receipt URI (I scan all receipts and physically archive them)
  • Date
I also on the top right corner have a summation of all the dollar amounts. If you are dealing with multiple currencies with this.

Income has the following:
  • Type (Project, sale, etc)
  • Amount
  • Contract URI
  • Date start
  • Date end
  • Client Name
  • Invoice IDs (I keep digital and physical copies of them)
  • Paypal IDs
  • Check #
  • Check ID (I ID them myself to keep a unique record of all of them)
There is also an income total on the top right of that as well.

Off of that data I can generate graphs very easily for anything I want to.

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