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| Thread title: Book keeping? |
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08-23-2010, 09:56 AM
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#11
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Status: Resident Epistemologist
Join date: Jan 2006
Location: London, UK
Expertise: Investment, SEO, Marketing
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Gary - i used to use a Excel, but now i use a freeware finance program called jGnash. It's absolutely perfect for my needs, and you can customise all your income streams etc.
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08-24-2010, 09:27 AM
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#12
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Location: Staffordshire, UK
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Excel and Blinksale for invoicing!
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08-25-2010, 10:37 PM
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#13
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Originally Posted by Garyrae 
Riddle me this too; especially you Dan, as like me I'd imagine you're working with 2 currencies, and Paypal's odd exchange rates.
How do you all go about documenting Paypal fees?
I'm getting 5 values to keep track of!
- Invoiced amount; USD
- Paypal fees
- Received sum
- Paypal fees in GBP
- Received sum in GBP
Losing my mind trying to work out how best to do things.  |
I'm in the same boat as you, though I'm jotting everything on paper.
Still seeking a decent app that I can use. :/
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08-26-2010, 09:50 AM
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#14
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Status: Resident Epistemologist
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If you're a Windows user, like i said, jGnash is brilliant. It has completely customisable income streams.
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09-02-2010, 11:07 AM
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#15
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Status: I'm new around here
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Excel is working well for me I guess because I have a simple tasks for some clients hence; it is easier to track and bookkeep.
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09-02-2010, 03:32 PM
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#16
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Status: Geek
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Location: Denver, CO
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Excel is good for the basic stuff, but it is one of the most powerful data processing tools on the market. Even if your needs are very advanced, excel can handle them. As crazy as this sounds, old MS flight simulators were made off Excel's engine because it can crunch numbers so fast.
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09-05-2010, 10:45 AM
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#17
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Status: Member
Join date: Jun 2010
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Originally Posted by Village Genius
Excel is good for the basic stuff, but it is one of the most powerful data processing tools on the market. Even if your needs are very advanced, excel can handle them. As crazy as this sounds, old MS flight simulators were made off Excel's engine because it can crunch numbers so fast.
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Agreeeeeeeeeeeeed!
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09-05-2010, 02:14 PM
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#18
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For those that use Excel. Don't suppose you mind sharing how you have it setup? (:
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09-05-2010, 06:42 PM
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#19
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Status: Geek
Join date: Apr 2006
Location: Denver, CO
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Software: Chrome, Notepad++
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Originally Posted by Dan
For those that use Excel. Don't suppose you mind sharing how you have it setup? (:
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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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09-09-2010, 10:06 PM
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#20
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Status: Junior Member
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Location: London, England
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Posts: 49
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I use excel. Been trying to adapt to quickbooks. Me being a host I just wish the WHMCS and Quickbooks bridge was stable.
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