Settings

Organization Name & Address

Go to the Settings sheet and enter your organization’s name and address.

This information will populate relevant fields on your reports and donor statements, so you only need to enter it once.

Fiscal Year Start Date

If outside the United States, see Localization first.

Mere Bookkeeping is designed to track one fiscal year per workbook. For subsequent years, you'll create a new workbook by either copying your previous year’s workbook or starting fresh with the latest templates.

Most small non-profits use a calendar year, so will enter January 1st of the year being tracked.

This date will be used in various reports and your journal.

Year-to-Date Budget Setting

This determines how and when your budget will increase throughout the year in your Year-to-Date (YTD) budget reports.

You can set it to increase by a portion of the annual budget on the first day of each month, the last day of each month, or daily.

This setting can be adjusted at any time.

Jump to End Hyperlink

While this is not essential, it’s a time saving feature as your journal grows throughout the year.

Go to your Journal worksheet and copy the URL from your browser.

Return to the Settings sheet and paste the URL into the corresponding field, replacing the placeholder URL.

This will enable the "Jump to End" link in your Journal.