Practical guide to precision financial planning for accounting experts. Step-by-step explanations on how to prepare financial planning with the same accuracy and rigor used when recording actual accounting transactions.

Practical guide to precision financial planning for accounting experts. Step-by-step explanations on how to prepare financial planning with the same accuracy and rigor used when recording actual accounting transactions.

Start easily and for free with a ready-to-use double-entry accounting template designed specifically for trust accounting. Manage the trust's assets and investments, income and expenses, capital and reserves, beneficiary accounts and distributions, while keeping income and capital transactions clearly separated.
Get an up-to-date Balance Sheet and Income Statement and adapt the chart of accounts to the specific needs of your trust. Banana Accounting Plus works like Excel, but with built-in accounting intelligence that helps you work more efficiently and avoid accounting errors.

This predefined template provides a ready-to-use example of double-entry accounting with integrated Investment Accounting for high-net-worth individuals (HNWIs).

All investments are managed in the accounting base currency, together with the main components of personal wealth, including cash and bank accounts, real estate, other personal assets, liabilities, income, and costs.

Individual investments, such as shares, bonds, and funds, are managed through the Items table and the corresponding Investment Balance Sheet Accounts, providing a complete view of the individual's investments, financial position, and results.

The perfect template for teaching double-entry accounting to students. The Banana Accounting Plus software has a table-based interface, similar to Excel, which keeps the heart of accounting visible: the journal with the Debit and Credit columns.

Ideal model for managing a partnership’s accounting. The chart of accounts is structured according to the Swiss SME system. By using Banana Accounting, you can take advantage of many innovative features that make your work fast, secure, and professional. You can plan and anticipate cash flows, ensuring that you can meet future commitments without difficulty. You can manage customers and suppliers, create invoices with a Swiss QR code, track deadlines, and send reminders. Data is always up to date for the Balance Sheet, Profit and Loss Statement, Account Cards, Journal, and other reports—even by period. Get detailed information for a specific area by using cost centers, and attach digital documents to transactions for better organisation and immediate visibility, without having to consult paper documents. Open the model from our WebApp, or directly from the program, and save the file on your computer.

This tutorial shows the innovative method of Banana Accounting Plus to create invoices (in this case, without VAT). To test all the features, open this file, enter your clients' data in the Accounts table, and record the invoice items in the Transactions table, then proceed with printing. By entering both the Debit and Credit accounts, the invoice will automatically be recorded in the accounting system. Open the template from our WebApp or from the program and save the file to your computer.

The template is ideal for accounting with an annual turnover below CHF 500,000. The structure of the chart of accounts is very simple, with accounts summarized in the main groups (assets, liabilities, costs, and revenues) and without subdivisions into subgroups. At the end of the chart of accounts, three cost centers are set up, which can be customized to meet your needs. Once transactions are entered, the program automatically generates account ledgers, journals, balance sheets, and income statements.
There are many features to speed up transaction entry, including saved rows and bank data import using Rules. Open the template from our WebApp or directly from the program, and save the file to your computer.