Practical tools and templates to help you stay on top of your finances day to day, whether you’re tracking grant spending, recording income and expenses, or getting started with QuickBooks. Can’t see what you need? Get in touch, and I may be able to create it for you.
Timesheet (Free)
Track Time Without the Hassle. Whether you’re recording staff hours, volunteer time, or project-specific work, this template gives you a straightforward way to do it.
COS Bookkeeping Template
This template is designed to take the stress out of bookkeeping. It gives you a clear, structured way to record your income and expenditure, track different projects, and keep everything in one place.
Cash in Hand Tracker (Free)
If you’re dealing with physical cash, it’s easy for things to slip through the cracks. This simple tracker gives you a clear, no-fuss way to record money in and out as it happens.
Grant Project Budget Tracker (Free)
This free tracker helps you log expenses, monitor spend against your approved budget line by line, and see at a glance what’s on track, what’s underspent, and what needs attention — all without accounting software.
QuickBooks Online Beginners Handbook
This guide walks you through everything you need to handle your day-to-day bookkeeping in QBO, written specifically for third sector organisations.
Grant Budget Planner
If you’ve ever stared at a blank spreadsheet trying to work out how to present your project costs to a funder, you’re not alone. Pulling together a clean, credible budget is what trips most organisations up — not the idea itself.