Small Business Income and Expense Tracker Spreadsheet (.xlsx) with Profit and Loss

Description

Simple bookkeeping for a side business or a small shop: record what comes in and goes out, and see your profit by month and by quarter without building formulas.

What’s included

• Blank workbook plus a filled-in example
• Settings: business name, tax year, tax set-aside percent, mileage rate, editable categories
• Income and Expenses logs with category and payment method dropdowns (1,000 rows each)
• Mileage log with automatic deduction estimate
• Invoice tracker with Paid, Open, Due soon and Overdue status
• Monthly Profit and Loss, Quarterly Summary (with top 5 expense categories) and a dashboard chart

File details

• Two .xlsx files
• Standard formulas only, no macros
• Works in spreadsheet apps that open .xlsx files

How it works

• Download the blank workbook
• Fill in Settings once
• Log income and expenses as they happen

Good to know

• This is a bookkeeping aid, not tax or legal advice. Ask a tax professional what applies to you. Enter the current mileage rate for your country on Settings.
• This is a digital download. Nothing is shipped.
• Your download link appears on the order confirmation page and in your order email as soon as payment clears.
• Personal use license: print and use it for yourself and your household. Please don’t resell, share or redistribute the files.
• Because this is a digital product we can’t accept returns. If a file won’t open or something is wrong, contact us and we’ll make it right.

Before you buy

Questions about this download, answered

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What is included in the Small Business Income and Expense Tracker Spreadsheet (.xlsx) with Profit and Loss? 

You get: Blank workbook plus a filled-in example; Settings: business name, tax year, tax set-aside percent, mileage rate, editable categories; Income and Expenses logs with category and payment method dropdowns (1,000 rows each); Mileage log with automatic deduction estimate; Invoice tracker with Paid, Open, Due soon and Overdue status; and Monthly Profit and Loss, Quarterly Summary (with top 5 expense categories) and a dashboard chart.

What files and formats do I receive? 

Two .xlsx files; Standard formulas only, no macros; and Works in spreadsheet apps that open .xlsx files.

How do I use it? 

1. Download the blank workbook. 2. Fill in Settings once. 3. Log income and expenses as they happen.

How do I get my files after I buy? 

This is a digital download. Nothing is shipped. Your download link appears on the order confirmation page and in your order email as soon as payment clears.

Can I share or resell it? 

Personal use license: print and use it for yourself and your household. Please don’t resell, share or redistribute the files.

Can I return it? 

Because this is a digital product we can’t accept returns. If a file won’t open or something is wrong, contact us and we’ll make it right.

Is there anything else I should know? 

This is a bookkeeping aid, not tax or legal advice. Ask a tax professional what applies to you. Enter the current mileage rate for your country on Settings.

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