Non-profit organization | Income & Expenses

The template, while simple and essential in structure, allows you to manage your accounting professionally.

• You can customize the accounts and categories at any time to suit your specific needs.
• The Accounts and Categories tables provide an immediate view of the balances for each account and category, allowing you to maintain full control over your financial situation.
• By setting up the members and donors list, you can issue invoices with the added benefit that they are automatically recorded in the accounting.
• You can speed up the entry of transactions by importing banking data and using Rules: for each imported transaction, you enter a keyword (Rule) that completes all the other elements of the transaction (counterpart, cost center, etc.); in future imports, the program will automatically complete the data whenever it finds the keyword, significantly reducing work time and minimizing errors.

Some features require a subscription to the Advanced plan of Banana Accounting Plus, such as using the new Rules, Filter and Temporary Row Sorting functions. See all features of the Advanced plan.

Create your file

• Open the template with Banana Accounting Plus WebApp
• With the File > File properties command, set the period, the name of your organization and the base currency.
• With the File > Save As command, save the file. It is helpful to include the association name and year in the file name. For example "Association...-20xx.ac2".

WARNING: if you close the browser without saving, you will lose the entered data. Always save the file on your computer.

In our Documentation you will find all the information on the various topics:

• Video tutorial
• Income and expenses
• Members list
• Donation certificate
• QR invoices to members
• Letters to members / mail merge
• Project management