Templates
AI does the first pass; a template keeps the review consistent. These spreadsheets and tools come from ReconciledBooksCo, our sister store. Both sites are run by the same team, so we benefit if you buy one. Every workflow and prompt on this site stays free either way. Read our affiliate disclosure.
Bank reconciliation
- Our template
ReconMatch (bank reconciliation app)
Stop hunting for the difference line by line. ReconMatch runs in your computer's browser and shows which lines don't tie. Nothing to install.
View appOur sister store (same team). ReconciledBooksCo is run by the team behind this site, so we earn money if you buy a template there. Affiliate disclosure
- Our template
Monthly Bank Reconciliation Template with Reviewer Sign-Off
The bank statement and the books don't agree. Tie them out each month in Excel or Google Sheets, then record the reviewer's sign-off.
View templateOur sister store (same team). ReconciledBooksCo is run by the team behind this site, so we earn money if you buy a template there. Affiliate disclosure
Month-end close
- Our template
Small Business Bookkeeping Spreadsheet Bundle: Pricing to Payroll
Pricing, receipts and the bank check in one workbook, so each month closes against the statement.
View templateOur sister store (same team). ReconciledBooksCo is run by the team behind this site, so we earn money if you buy a template there. Affiliate disclosure
Payroll
- Our template
Simple Payroll Log
Payroll records are scattered across pay stubs and bank statements. Log every payday in one sheet, with year-to-date and quarterly totals.
View templateOur sister store (same team). ReconciledBooksCo is run by the team behind this site, so we earn money if you buy a template there. Affiliate disclosure
Nonprofit & church treasurer
- Our template
Church Offering Count and Restricted Funds Spreadsheet Pack
The Sunday count never quite matches the deposit. A two-counter count sheet, a restricted funds tracker and a monthly bank reconciliation in one pack.
View templateOur sister store (same team). ReconciledBooksCo is run by the team behind this site, so we earn money if you buy a template there. Affiliate disclosure
- Our template
Church Treasurer Spreadsheet Bundle
Rebuilding the board report every month. Keep the Sunday count, restricted gifts and the board report in one bundle instead.
View templateOur sister store (same team). ReconciledBooksCo is run by the team behind this site, so we earn money if you buy a template there. Affiliate disclosure
- Our template
Nonprofit Bookkeeping Template Bundle for Treasurers
Donations, restricted grants and board reports take up your weekends. Track all three in one bundle built for nonprofit treasurers.
View templateOur sister store (same team). ReconciledBooksCo is run by the team behind this site, so we earn money if you buy a template there. Affiliate disclosure
- Our template
PTO Treasurer Spreadsheet Bundle for Booster and School Clubs
You inherited a checkbook, a cash box and a folder of receipts. Turn them into organized books for your PTO, booster or school club.
View templateOur sister store (same team). ReconciledBooksCo is run by the team behind this site, so we earn money if you buy a template there. Affiliate disclosure
Free resources
- Our free resourceWorkflow: Nonprofit & church treasurer
Free Church Offering Count Sheet
Counting the offering on scrap paper. A free printable count sheet helps your counters total each Sunday and match the deposit.
View templateOur sister store (same team). ReconciledBooksCo is run by the team behind this site, so we earn money if you buy a template there. Affiliate disclosure
- Our free resourceWorkflow: QuickBooks & Xero
QuickBooks Online Screen Update Log
A button, menu or screen in the book QuickBooks Online for Beginners doesn't match what you see in QuickBooks Online. Check this free log of screen updates first.
View templateOur sister store (same team). ReconciledBooksCo is run by the team behind this site, so we earn money if you buy a template there. Affiliate disclosure
Also from ReconciledBooksCo: personal finance
Not bookkeeping, but the same store makes them: budgeting tools for your own money.
- Our template
Safe to Spend (variable income budget app)
You're paid a different amount each month. Safe to Spend shows how much you can spend, in your browser with no app store download.
View appOur sister store (same team). ReconciledBooksCo is run by the team behind this site, so we earn money if you buy a template there. Affiliate disclosure
- Our template
Household Budget Spreadsheet: Bills, Savings, Debt and Net Worth
It's hard to tell if your household is getting ahead. Track bills, savings goals, debt and net worth in one Excel or Google Sheets file.
View templateOur sister store (same team). ReconciledBooksCo is run by the team behind this site, so we earn money if you buy a template there. Affiliate disclosure
Books
- QuickBooks Online for BeginnersPaperbackKindle
- Know Your NumbersPaperbackKindle
- The AI-Augmented AccountantPaperbackKindle
- Personal Finance for SolopreneursPaperbackKindle
- El Contador Aumentado por IA(en español)Kindle
- Finanzas Personales para Emprendedores Independientes(en español)PaperbackKindle
Disclosure: these books are by the team behind this site, and we earn royalties on sales. Links go to Amazon.
Template links open an external store under common ownership with this site. See the disclosure.