Free
Learn how to set up a simple, effective bookkeeping system to confidently track your organisation’s income, spending, and restricted/unrestricted funds.
In this hands‑on workshop, you’ll use the free WYCAS cashbook - developed over many years for small charities and social enterprises - to build a clear spreadsheet, enter and categorise transactions, reconcile bank balances and produce easy in‑year finance reports.
The step‑by‑step approach removes the stress and mystery from everyday financial management.
This session is ideal for staff, volunteers and trustees involved in routine financial recording.
Led by Claire Welling, WYCAS training officer since 1999, you’ll benefit from her practical, accessible style and deep experience supporting small organisations.
To get the most from the workshop, please have access to a computer with Excel and basic spreadsheet skills.
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