Costa Rica: Plantillas y Extensiones
La sección de Costa Rica de la Banana Template Store ofrece plantillas gratuitas y extensiones específicas para Costa Rica, diseñadas para distintos tipos de usuarios, finalidades y niveles de conocimientos contables:
- Las plantillas son archivos en formato .ac2, con planes de cuentas predefinidos y algunos asientos de ejemplo.
- Las extensiones son pequeños complementos que amplían la funcionalidad del programa con nuevas funciones e integraciones.
Las plantillas también están disponibles directamente en el programa Banana Contabilidad (menú Archivo > Nuevo).
Libro de Caja Declaración Jurada de Renta | Régimen Semplificado | Costa Rica
Libro de Caja Declaración Jurada de Renta | Régimen Semplificado | Costa RicaEl libro de caja de Banana Contabilidad es totalmente gratuito porque funciona con el plan Free. Esta plantilla ha sido creada para permitir que las microempresas de Costa Rica obtengan fácilmente los datos para la declaración trimestral del Régimen Simplificado.
En comparación con Excel, ofrece ventajas significativas:
- No se necesitan fórmulas: todo se realiza automáticamente con el programa
- Puedes obtener un detalle de las compras que hiciste a cada proveedor
- También puedes ingresar datos sobre tus ingresos para tener un control de tu actividad
Cómo empezar
- Descarga Banana Contabilidad Plus
- Descarga y abre esta plantilla con Banana Contabilidad Plus. El programa se abre con tres tablas: Cuentas, Categorías y Registros.
Esta plantilla ya contiene algunos datos: una vez que entiendas cómo funciona el programa, puedes adaptarlos o eliminarlos y reemplazarlos con los tuyos.
La tabla Cuentas
La tabla Cuentas es la más sencilla, porque el libro de caja presenta una sola cuenta.
Si deseas gestionar varias cuentas, como banco, caja, tarjeta de crédito u otras, debes pasar a una contabilidad de ingresos y egresos, disponible a un costo muy accesible.
La primera vez que uses Banana Contabilidad Plus, debes ingresar manualmente en la columna Apertura el monto que tienes en caja.
En las otras columnas verás el total de ingresos y egresos, y el saldo, según los registros ingresados en la tabla Registro.
Después de cada registro, estos totales se actualizan automáticamente.
La tabla Categorías
En la tabla Categorías se enumeran los diferentes conceptos de ingresos y egresos.
En este modelo se han ingresado conceptos muy simples, pero siempre puedes añadir más si deseas mayor detalle. Esta tabla se puede modificar en cualquier momento del año.
La parte que interesa a la Declaración del Régimen Simplificado es únicamente la de los gastos a través de proveedores, pero puedes usar también los otros conceptos para tener un buen control de tu actividad.
Los Centros de Costes
Los centros de costes suelen estar al final de la tabla de Categorías y sirven para mantener una lista de los distintos proveedores. Ingresar los datos de los centros de costos no es obligatorio, pero te permite tener un detalle de todo lo que has comprado a cada proveedor.
La tabla Registros
Esta es la tabla donde ingresas los datos que luego necesitas para preparar tu declaración del régimen simplificado.
Como se dijo, una vez que entiendas cómo funciona, puedes eliminar las filas de ejemplo.
La columna Proveedor se llena automáticamente cuando ingresas el centro de costes.
Como notarás, Banana Contabilidad es muy sencillo, y cuando empiezas a escribir ya te sugiere cómo completar la fila.
Obtén los datos para la Declaración Jurada del Régimen Simplificado
En la tabla Categorías, desplázate hasta la parte dedicada a los gastos Declaración Jurada régimen simplificado. En esta plantilla se encuentra en la fila 24.
Haz clic una vez en el grupo DJ (fila 27) y luego haz clic en el pequeño ícono que aparece arriba a la derecha de la celda.
Puedes obtener el mismo resultado desde el menú Informes > Tarjetas de Cuentas/Categorías.
En la ventana de diálogo que aparece, debes asegurarte de que en el Filtro aparezca Grupos; luego selecciona el grupo Total Gastos Declaración Jurada Régimen Simplificado.
Durante el transcurso del año, para realizar las declaraciones, necesitarás seleccionar el periodo correspondiente al trimestre.
Puedes hacerlo siempre desde el menú Informes > Tarjetas de Cuentas/Categorías, pero eligiendo la sección Periodo.
Por defecto se selecciona todo el periodo (el año completo), pero siempre puedes escoger el trimestre que necesites.
Obtén una visión general de tu actividad
Si en la tabla Registros también ingresaste los datos relativos a tus ingresos y a eventuales costos distintos a las compras a proveedores, en cualquier momento del año puedes obtener un resumen de cómo va tu actividad.
Ve al menú Informes > Estado de resultados avanzado por grupos
Se abrirá un cuadro de diálogo donde podrás definir el encabezado del informe, el aspecto gráfico, las columnas que deseas ver, etc.
Al hacer clic en el botón Aceptar se abrirá el informe
Contabilidad para una Empresa en Costa Rica - Plan contable mínimo
Contabilidad para una Empresa en Costa Rica - Plan contable mínimo paolaContabilidad para una Empresa en Costa Rica
Contabilidad para una Empresa en Costa Rica paolaContabilidad para una Empresa en Costa Rica con IVA
Contabilidad para una Empresa en Costa Rica con IVA paolaExtensiones para la importación de datos
- Banco Central de Costa Rica - Importar estado de cuenta (*.xls/*.xlsx)
- Banco Credomat - Importar estado de cuenta (*.xls/*.xlsx)
- Banco Nacional de Costa Rica - Importar estado de cuenta (*.csv)
- Banco Promerica de Costa Rica - Importar estado de cuenta (*.xls/*.xlsx)
- Banco de Costa Rica - Importar estado de cuenta (*.xls/*.xlsx)
Banco Central de Costa Rica - Import account statement (*.xls/*.xlsx)
Banco Central de Costa Rica - Import account statement (*.xls/*.xlsx)The .xlsx/csv format is different for each bank and is updated and changed regularly. On this page you will find the most recent extension for importing the Banco Central de Costa Rica .xlsx/csv formats. This import extension allows you to import Banco Central de Costa Rica transactions into Banana Accounting Plus. The extension can be installed from the Extensions menu > Manage Extensions.
Requirements for use
- Banana accounting Plus with the Advanced Plan.
In some banks, the specific .xlsx/csv format may offer better results. In any case, the Advanced plan guarantees a wider choice and maximum results, and also offers several other advanced functions that speed up and simplify accounting work considerably.
Export procedure
Export the *.xlsx file with your transactions by logging into your ebanking.
- Open the accounts section and select the account for which you want to export movements.
- Export the movements of your account by choosing the *.xls/*.xlsx (Excel) format.
You can decide whether to keep the file in Excel format and later import the data by copying it from the clipboard or convert it to a *.csv file, if you want to convert it:
- Open the file and click on File > Export > change file type and choose the CSV (Comma delimited) (*.csv) format.
- Save the file in the new format, without modify the content.
We recommend saving the file in a place where you can easily find it later and not opening it before importing it.
Import procedure
You can import the data in two different ways.
Import *.csv file
- Via the Actions menu > Import to accounting > select Import transactions box
- Choose the extension to be used, in this case Banco Central de Costa Rica - Import account statement (*.xls/*.xlsx).
- With the Browse button, choose the file from which to import the transactions.
- Press OK button.
Import from clipboard (*xls/*.xlsx file)
- Via the Actions > Import to accounting > select Import transactions box
- Choose the extension to be used, in this case Banco Central de Costa Rica - Import account statement (*.xls/*.xlsx).
- Open the Excel file, press Ctrl+A to select all the data, then Ctrl+C to copy the data to the clipboard.
- In the dialog in the dialogue check the box Import data from clipboard.
- Press OK button.
For more details see Import transactions page.
Error Messages
- Unrecognised *.csv file format: The format of the *.csv file you are trying to import does not match any of the formats associated with this filter:
- Check that you have chosen the correct file.
- If the file you have chosen is correct, it may be that our filter requires updating.
- This extension requires Banana Accounting+ Advanced: You are trying to use the extension with a license other than the one requested, please upgrade to the Advanced Plan to be able to use the functionality of this filter.
Send us a feedback
It may happen that the format of the file is updated and as a result the filter no longer functions correctly. Send us feedback and attach an example file with the new format and we will proceed to update the filter.
Banco Credomat - Import account statement (*.xls/*.xlsx)
Banco Credomat - Import account statement (*.xls/*.xlsx)The .xlsx/csv format is different for each bank and is updated and changed regularly. On this page you will find the most recent extension for importing the Banco Credomat .xlsx/csv formats. This import extension allows you to import Banco Credomat transactions into Banana Accounting Plus. The extension can be installed from the Extensions menu > Manage Extensions.
Requirements for use
- Banana accounting Plus with the Advanced Plan.
In some banks, the specific .xlsx/csv format may offer better results. In any case, the Advanced plan guarantees a wider choice and maximum results, and also offers several other advanced functions that speed up and simplify accounting work considerably.
Export procedure
Export the *.xlsx file with your transactions by logging into your ebanking.
- Open the accounts section and select the account for which you want to export movements.
- Export the movements of your account by choosing the *.xls/*.xlsx (Excel) format.
You can decide whether to keep the file in Excel format and later import the data by copying it from the clipboard or convert it to a *.csv file, if you want to convert it:
- Open the file and click on File > Export > change file type and choose the CSV (Comma delimited) (*.csv) format.
- Save the file in the new format, without modify the content.
We recommend saving the file in a place where you can easily find it later and not opening it before importing it.
Import procedure
You can import the data in two different ways.
Import *.csv file
- Via the Actions menu > Import to accounting > select Import transactions box
- Choose the extension to be used, in this case Banco Credomat - Import account statement (*.xls/*.xlsx).
- With the Browse button, choose the file from which to import the transactions.
- Press OK button.
Import from clipboard (*xls/*.xlsx file)
- Via the Actions > Import to accounting > select Import transactions box
- Choose the extension to be used, in this case Banco Credomat - Import account statement (*.xls/*.xlsx).
- Open the Excel file, press Ctrl+A to select all the data, then Ctrl+C to copy the data to the clipboard.
- In the dialog in the dialogue check the box Import data from clipboard.
- Press OK button.
For more details see Import transactions page.
Error Messages
- Unrecognised *.csv file format: The format of the *.csv file you are trying to import does not match any of the formats associated with this filter:
- Check that you have chosen the correct file.
- If the file you have chosen is correct, it may be that our filter requires updating.
- This extension requires Banana Accounting+ Advanced: You are trying to use the extension with a license other than the one requested, please upgrade to the Advanced Plan to be able to use the functionality of this filter.
Send us a feedback
It may happen that the format of the file is updated and as a result the filter no longer functions correctly. Send us feedback and attach an example file with the new format and we will proceed to update the filter.
Banco Nacional de Costa Rica - Import account statement (*.csv)
Banco Nacional de Costa Rica - Import account statement (*.csv)The .csv format is different for each bank and is updated and changed regularly. On this page you will find the most recent extension for importing the Banco Nacional de Costa Rica .csv formats. This import extension allows you to import Banco Nacional de Costa Rica transactions into Banana Accounting Plus. The extension can be installed from the Extensions menu > Manage Extensions.
Requirements for use
- Banana accounting Plus with the Advanced Plan.
In some banks, the specific csv format may offer better results. In any case, the Advanced plan guarantees a wider choice and maximum results, and also offers several other advanced functions that speed up and simplify accounting work considerably.
Export procedure
Export the *.csv file with your transactions by logging into your ebanking.
- Open the accounts section and select the account for which you want to export movements.
- Export the movements of your account by choosing the *.csv format.
We recommend saving the file in a place where you can easily find it later and not opening it before importing it.
Import *.csv file
- Via the Actions menu > Import to accounting > select Import transactions box
- Choose the extension to be used, in this case Banco Nacional de Costa Rica - Import account statement (*.csv).
- With the Browse button, choose the file from which to import the transactions.
- Press OK button.
For more details see Import transactions page.
Error Messages
- Unrecognised *.csv file format: The format of the *.csv file you are trying to import does not match any of the formats associated with this filter:
- Check that you have chosen the correct file.
- If the file you have chosen is correct, it may be that our filter requires updating.
- This extension requires Banana Accounting+ Advanced: You are trying to use the extension with a license other than the one requested, please upgrade to the Advanced Plan to be able to use the functionality of this filter.
Send us a feedback
It may happen that the format of the file is updated and as a result the filter no longer functions correctly. Send us feedback and attach an example file with the new format and we will proceed to update the filter.
Banco Promerica de Costa Rica - Import account statement (*.xls/*.xlsx)
Banco Promerica de Costa Rica - Import account statement (*.xls/*.xlsx)The .xlsx/csv format is different for each bank and is updated and changed regularly. On this page you will find the most recent extension for importing the Banco Promerica de Costa Rica .xlsx/csv formats. This import extension allows you to import Banco Promerica de Costa Rica transactions into Banana Accounting Plus. The extension can be installed from the Extensions menu > Manage Extensions.
Requirements for use
- Banana accounting Plus with the Advanced Plan.
In some banks, the specific .xlsx/csv format may offer better results. In any case, the Advanced plan guarantees a wider choice and maximum results, and also offers several other advanced functions that speed up and simplify accounting work considerably.
Export procedure
Export the *.xlsx file with your transactions by logging into your ebanking.
- Open the accounts section and select the account for which you want to export movements.
- Export the movements of your account by choosing the *.xls/*.xlsx (Excel) format.
You can decide whether to keep the file in Excel format and later import the data by copying it from the clipboard or convert it to a *.csv file, if you want to convert it:
- Open the file and click on File > Export > change file type and choose the CSV (Comma delimited) (*.csv) format.
- Save the file in the new format, without modify the content.
We recommend saving the file in a place where you can easily find it later and not opening it before importing it.
Import procedure
You can import the data in two different ways.
Import *.csv file
- Via the Actions menu > Import to accounting > select Import transactions box
- Choose the extension to be used, in this case Banco Promerica de Costa Rica - Import account statement (*.xls/*.xlsx).
- With the Browse button, choose the file from which to import the transactions.
- Press OK button.
Import from clipboard (*xls/*.xlsx file)
- Via the Actions > Import to accounting > select Import transactions box
- Choose the extension to be used, in this case Banco Promerica de Costa Rica - Import account statement (*.xls/*.xlsx).
- Open the Excel file, press Ctrl+A to select all the data, then Ctrl+C to copy the data to the clipboard.
- In the dialog in the dialogue check the box Import data from clipboard.
- Press OK button.
For more details see Import transactions page.
Error Messages
- Unrecognised *.csv file format: The format of the *.csv file you are trying to import does not match any of the formats associated with this filter:
- Check that you have chosen the correct file.
- If the file you have chosen is correct, it may be that our filter requires updating.
- This extension requires Banana Accounting+ Advanced: You are trying to use the extension with a license other than the one requested, please upgrade to the Advanced Plan to be able to use the functionality of this filter.
Send us a feedback
It may happen that the format of the file is updated and as a result the filter no longer functions correctly. Send us feedback and attach an example file with the new format and we will proceed to update the filter.
Banco de Costa Rica - Import account statement (*.xls/*.xlsx)
Banco de Costa Rica - Import account statement (*.xls/*.xlsx)The .xlsx/csv format is different for each bank and is updated and changed regularly. On this page you will find the most recent extension for importing the Banco de Costa Rica .xlsx/csv formats. This import extension allows you to import Banco de Costa Rica transactions into Banana Accounting Plus. The extension can be installed from the Extensions menu > Manage Extensions.
Requirements for use
- Banana accounting Plus with the Advanced Plan.
In some banks, the specific .xlsx/csv format may offer better results. In any case, the Advanced plan guarantees a wider choice and maximum results, and also offers several other advanced functions that speed up and simplify accounting work considerably.
Export procedure
Export the *.xlsx file with your transactions by logging into your ebanking.
- Open the accounts section and select the account for which you want to export movements.
- Export the movements of your account by choosing the *.xls/*.xlsx (Excel) format.
You can decide whether to keep the file in Excel format and later import the data by copying it from the clipboard or convert it to a *.csv file, if you want to convert it:
- Open the file and click on File > Export > change file type and choose the CSV (Comma delimited) (*.csv) format.
- Save the file in the new format, without modify the content.
We recommend saving the file in a place where you can easily find it later and not opening it before importing it.
Import procedure
You can import the data in two different ways.
Import *.csv file
- Via the Actions menu > Import to accounting > select Import transactions box
- Choose the extension to be used, in this case Banco de Costa Rica - Import account statement (*.xls/*.xlsx).
- With the Browse button, choose the file from which to import the transactions.
- Press OK button.
Import from clipboard (*xls/*.xlsx file)
- Via the Actions > Import to accounting > select Import transactions box
- Choose the extension to be used, in this case Banco de Costa Rica - Import account statement (*.xls/*.xlsx).
- Open the Excel file, press Ctrl+A to select all the data, then Ctrl+C to copy the data to the clipboard.
- In the dialog in the dialogue check the box Import data from clipboard.
- Press OK button.
For more details see Import transactions page.
Error Messages
- Unrecognised *.csv file format: The format of the *.csv file you are trying to import does not match any of the formats associated with this filter:
- Check that you have chosen the correct file.
- If the file you have chosen is correct, it may be that our filter requires updating.
- This extension requires Banana Accounting+ Advanced: You are trying to use the extension with a license other than the one requested, please upgrade to the Advanced Plan to be able to use the functionality of this filter.
Send us a feedback
It may happen that the format of the file is updated and as a result the filter no longer functions correctly. Send us feedback and attach an example file with the new format and we will proceed to update the filter.
Paypal
Ver documentación de la extensión de importación de PayPal: PayPal Import *.csv (Banana+) [BETA]
Scotiabank - Import account statement (*.xls/*.xlsx)
Scotiabank - Import account statement (*.xls/*.xlsx)The .xlsx/csv format is different for each bank and is updated and changed regularly. On this page you will find the most recent extension for importing the Scotiabank .xlsx/csv formats. This import extension allows you to import Scotiabank transactions into Banana Accounting Plus. The extension can be installed from the Extensions menu > Manage Extensions.
Requirements for use
- Banana accounting Plus with the Advanced Plan.
In some banks, the specific .xlsx/csv format may offer better results. In any case, the Advanced plan guarantees a wider choice and maximum results, and also offers several other advanced functions that speed up and simplify accounting work considerably.
Export procedure
Export the *.xlsx file with your transactions by logging into your ebanking.
- Open the accounts section and select the account for which you want to export movements.
- Export the movements of your account by choosing the *.xls/*.xlsx (Excel) format.
You can decide whether to keep the file in Excel format and later import the data by copying it from the clipboard or convert it to a *.csv file, if you want to convert it:
- Open the file and click on File > Export > change file type and choose the CSV (Comma delimited) (*.csv) format.
- Save the file in the new format, without modify the content.
We recommend saving the file in a place where you can easily find it later and not opening it before importing it.
Import procedure
You can import the data in two different ways.
Import *.csv file
- Via the Actions menu > Import to accounting > select Import transactions box
- Choose the extension to be used, in this case Scotiabank - Import account statement (*.xls/*.xlsx).
- With the Browse button, choose the file from which to import the transactions.
- Press OK button.
Import from clipboard (*xls/*.xlsx file)
- Via the Actions > Import to accounting > select Import transactions box
- Choose the extension to be used, in this case Scotiabank - Import account statement (*.xls/*.xlsx).
- Open the Excel file, press Ctrl+A to select all the data, then Ctrl+C to copy the data to the clipboard.
- In the dialog in the dialogue check the box Import data from clipboard.
- Press OK button.
For more details see Import transactions page.
Error Messages
- Unrecognised *.csv file format: The format of the *.csv file you are trying to import does not match any of the formats associated with this filter:
- Check that you have chosen the correct file.
- If the file you have chosen is correct, it may be that our filter requires updating.
- This extension requires Banana Accounting+ Advanced: You are trying to use the extension with a license other than the one requested, please upgrade to the Advanced Plan to be able to use the functionality of this filter.
Send us a feedback
It may happen that the format of the file is updated and as a result the filter no longer functions correctly. Send us feedback and attach an example file with the new format and we will proceed to update the filter.