Personal budgeting with Xero Cashbook

Welcome to Smart Private WealthLearning Centre

What is Xero Cashbook?


Xero Cashbook is available online, and is designed to analyse and categorise all your electronic transactions. This helps to give you a very clear and instant picture of your financial position. Xero Cashbook also gives you a clear overview of all your bank and credit card accounts.

Take a look at our quick how-to videos explaining how to make the most of Xero Cashbook and gain a clear picture of your personal finances quickly and efficiently.

2 Oct '23

Your Personal Budget and the Rising Cost of Living

Managing your personal expenses in the face of the rising cost of living. We run through a live demo of our detailed 12-month personal budget worksheet so you know how you can effectively use this tool yourself.


READ MORE READ MORE
13 Apr '23

Xero Personal Cashbook: How to edit your chart of accounts


READ MORE READ MORE
13 Apr '23

Xero Personal Cashbook: How to reconcile your personal credit card


READ MORE READ MORE
13 Apr '23

Xero Personal Cashbook: How to reconcile your personal bank accounts


READ MORE READ MORE
13 Apr '23

Xero Personal Cashbook: How to reconcile transfers between your accounts


READ MORE READ MORE
13 Apr '23

Xero Personal Cashbook: How to prepare a cash summary report


READ MORE READ MORE