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  1. Set up a spreadsheet with column headings of the items you would like to track (like chart of accounts data).
  2. Copy that spreadsheet as many times as you like, if you want to track monthly, quarterly, etc.
  3. Make a summary sheet to list results of all worksheets on one sheet.

See related links for a simple accounting system for small business. You can use this sheet or modify the concept to suit your needs.

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Q: Without a chart of accounts how can a basic set of books be set up for a student organization using some basic documents and Excel?
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