SETTINGS
Version 2025.01​
Organization Name & Address
Start by going to the Settings sheet and entering your organization’s name and address. This information will automatically populate relevant fields on your reports and donor statements, so you only need to enter it once.
Fiscal Year Start Date
Next, enter the start date for your fiscal year (if you're outside the United States, be sure to review Localization first).
Mere Bookkeeping is designed to track one fiscal year per workbook. For subsequent years, you'll create a new Google Sheets workbook by either copying your previous year’s workbook or starting fresh with the latest templates. Learn about starting a new year.
Most small non-profits use a calendar year, so you'll typically enter January 1st of the year you're tracking. This date will be used in various reports and your journal.
Year-to-Date Budget Setting
The Year-to-Date Budget Setting lets you choose 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, so don't stress about it when starting out.
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Jump to End Hyperlink
To complete the final setting, go to your Journal worksheet and copy the unique URL from your browser (Google generates this URL for your copy of Mere Bookkeeping). Then, 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, which allows you to quickly navigate to the last record as your Journal grows throughout the year. While this is not essential, it’s a convenient feature for easier navigation.
