First Time Setup

Step 1. This instruction screen in the January worksheet should appear when you first open

Big E-Z Books.  

Click on “Setup” on the left menu.

Step 2.  Select one of our Preset category groups for business, non-profit or personal by

clicking on the down arrow button.

Step 3.  Click “Save”, “OK” to the warning and “OK” once again.

Note:  If you used Big E-Z Books last year you could load your categories from a previous workbook.

Or hand enter your own categories by entering income categories in January - Deposits and expense categories in January - Checks. See the Category Corner for many category sets to choose from.

 Optional Set Up


Start tracking mileage at the beginning of the year with your Odometer reading on the first period’s Cash&Charges row 3, column AL.

Reconcile All Your Accounts

The Bank Reconciliation in Big E-Z Books will reconcile your main checkbook but use the Account Balance Tracker to reconcile monthly activity from other accounts. It will assist you in an easy review, by account, of how money is received, expensed, or owed in other accounts such as your savings account.


Click on “Summary” from the left menu.  Enter monthly budget amounts. The budget amounts will show up on each month's Income&Expenses report sheet as well as the YTD Income Statement.

Cost Centers and 1099 info

To set up a Cost Center to determine the Net-Balance of certain Subcategories do the following:  A)  Click on “Deposits” in the first period and assign the Income Subcategory to column number one.  B)  Click on “Checks” in the first period and assign the Expense Subcategory to column number one. C) View the Cost Center balances by clicking on Summary then on the CostCenters tab.      

To set up 1099 tracking, click on “Checks” and scroll right to the purple Subcategory Section. There are 100 columns to use for 1099s or track anything you like. To see the totals click on “Summary” and the “Exp. Subcat.” tab.

First Time Setup Video