Cashbook

Hi,

We currently use Excel for our Cashbook and there are tons of syncing issues. I was thinking of using Smartsheets but was wondering if anyone has an experience doing this?

We have multiple bank accounts that need to have debits and credits accurately input.

There are weekly and monthly transfers between accounts and multiply transaction types.

Thanks for any help!

Dave

Find more posts tagged with

Templates

Finance

Government

Accepted answers

All comments

Andrée Starå

Hi @DSullivan

I hope you're well and safe!

I recently developed a solution for a client where they could copy/paste/import the information from the bank and have it added correctly to Smartsheet.

Another option could be to use the Premium App, Data Shuttle, to import it automatically.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

DSullivan

Thanks for the quick response. We use a cashbook as a journal to record transactions to proof against the bank statements.

I am really looking for a template or someone's experience building one in Smartsheets.

Thanks!

Sign in to join the conversation!

Quick Links

Component react.discussion.discussions had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, sort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.