Treasurers and Finance / Template Spreadsheets and Guidance Notes

Template Spreadsheets and Guidance Notes

We are have produced a number of template spreadsheets and guidance documents to aid Treasurers in their roles.

Currently available Templates

Volunteer Expense Form - You can download either a PDF or an Excel copy of our standard volunteer expense form by clicking on the following links. PDF Format  Excel Format

Equipment Register - We have produced a template spreadsheet which can be used to keep track of equipment within your Branch (this could be equipment which is treated as a Fixed Asset in your Branch Annual Accounts but doesn’t have to be, the spreadsheet can deal with both options). It will automatically calculate the depreciation on Fixed Assets in line with The Pony Club’s suggested depreciation policies.

There are instructions on how to use the Equipment Register spreadsheet included within it and also example entries for you to follow when entering your own equipment on it.You can download the spreadsheet here.

Accounting Detailed Notes and Worked Examples - We have produced a document of detailed notes on certain aspects of accounting and also worked examples to help people deal with areas such as unpresented cheques, debtors, creditors, stock and fixed assets in their Branch Annual Accounts. This document can be downloaded and the worked examples are also shown on an example version of the Accounting Adjustments sheet. The two documents are here and here

Accounting Adjustments Spreadsheet to aid preparation of Branch Annual Accounts - This Spreadsheet can be used to help you go from your initial Cashbook figures to the figures you require for your Branch Annual Accounts (taking into account items such as Debtors, Stock, Creditors and Fixed Assets), while making sure your balance sheet remains in balance. A completed example of it is used in conjunction with the worked examples in the guidance document above. Further instructions are also included at the top of the spreadsheet. Download it here

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