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Spreadsheet training videos

Home » Resources » Running a Quaker meeting » Information for office holders » Treasurers and Collectors » IT for Treasurers » Spreadsheet training videos

There is a set of training videos available on YouTube. These are each 5 to 10 minutes long and demonstrate how to perform different tasks with the Cash Book spreadsheet. To view the videos just click on the links given below, they all open in a new window. These videos are "unlisted", and so they are accessible only from the links given below, and not from searching the YouTube index.

  1. Starting the Cash Book (11m 29s) - This shows how to start a new Cash Book and customise it for your Meeting
  2. Getting Help (5m 24s) - How to get help in using the Cash Book spreadsheet from pop-up comments and the built-in help system.
  3. Working with columns (7m 24s) - How to set up the columns you need to record your receipts and payments - adding, hiding, deleting and columns in the spreadsheet.
  4. Entering receipts (4m 45s) - How to enter and add up receipts as they occur during the year.
  5. Entering payments (4m 33s) -How to enter payments on the Payments worksheet.
  6. Working with rows (5m 48s) - How to insert more rows to enter receipts or payments, and how to delete or hide unwanted rows.
  7. Analysis of funds (10m 40s) - How to assign receipts and payments to different funds and keep a running total of how much money is in each fund.
  8. Bank reconciliation (8m 49s) -How to perform a bank reconciliation when the bank statement arrives.
  9. Bank reconciliation errors (5m 50s) -How to track down the cause of bank reconciliation errors.
  10. Contribution record (8m 19s) - How to create a contribution record showing the list of donations from each donor with sub-totals.
  11. Gift Aid (13m 11s) - How to create a claim for Gift Aid.
  12. Gift Aid from last year (5m 53s) - How to make a claim from, or record the tax refunded from, donations received in the previous year.