Business| Income & Expense accounting

The model, while having a simple and essential setup, still allows you to manage accounting professionally.

• You can customize the accounts and categories at any time, adapting it to your specific needs.
• The Accounts and Categories tables provide an immediate overview of the balances for each account and category, allowing you to maintain full control over your financial situation.
• By setting up the customer ledger, you can issue invoices to your clients with the added benefit of having them automatically recorded in your accounting.
• You can speed up the entry of transactions by importing bank data and using Rules: for each imported transaction, you enter a keyword (Rule) that completes all other elements of the transaction (counterparty, cost center...). On subsequent imports, whenever the program finds the keyword in the imported transaction, it completes it automatically, significantly reducing work time and minimizing the risk of errors.

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

Create your file

• Open the template with the Banana Accounting Plus WebApp.
• Using the command File > File Properties, set the period, your company's name, and the base currency.
• Using the command File > Save As, save the file. It’s helpful to include your company's name and the year in the file name. For example, "Rossi-SA-20xx.ac2".

ATTENTION: If you close the browser without saving, you will lose the entered data. Always save the file to your computer.

In our documentation, you’ll find all the explanations on various topics to help you manage your accounting efficiently:

• Income/Expenses
• Accounts
• Categories
• Transactions
• New Year
• Budget Transactions
• Reports