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Get prepared

How to organize and get ready to use DIY

Setup

How to setup your new account

Sales & Income

How to record your income & sales

Expenses

How to record your receipts and expenses from your bank statements

Special Expenses

How do you record expenses that you don’t have a receipt for?

Reports

How do you pull the reports, and what info does the accountant need?

Trustee

If you are a trustee, then the program can be simplified to help you manage finances for a dependent person. This video talks specifically about trustee management.

Home Based Expenses

Here is how you record your home based expenses for your business.  Includes the rules and how to do it on DIY Expense Tracker.