Small Business Income & Expense Tracker

Stop juggling spreadsheets and shoeboxes of receipts. This Income & Expense Tracker is a fully interactive digital tool built for small business owners, freelancers, and self-employed creators who want a clear, real-time picture of their money — without hiring a bookkeeper.

At the top, a summary bar gives you this month's income, expenses, and net, plus your year-to-date totals and tax remittance owing — all updated live as you enter transactions.

TRACK INCOME (green)

Log every payment with source/client, date, category, payment method, invoice number, description, and tax collected. Filter by year and month to see any period at a glance, with a clean green marker on every entry.

TRACK EXPENSES (red)

Record vendor, date, category, payment method, receipt number, deductible flag, and tax paid on every purchase. Filter by year and month, with a red marker on every entry so income and expenses are never confused at a glance.

TAX SETTINGS that adapt to you

Select your country (Canada, US, UK, Australia, EU, or Other) and the tool auto-fills the right tax name and rate — HST, VAT, GST, or Sales Tax — fully editable if your situation is different. Toggle tax collection on income and tax tracking on expenses for input credits.

VISUAL CALENDAR

See your whole month at a glance with green dots on income days and red dots on expense days, dollar amounts shown right on the date. Click any day to pull up every transaction from that day.

MONTHLY & YEAR-TO-DATE SUMMARIES

Income, expenses, net profit, tax collected, tax paid, and net tax to remit — broken down by month and for the full year, with your running balance shown in large text (green when you're up, red when you're not).

ONE-CLICK CSV EXPORT

Export your full income sheet with tax column, full expense sheet with deductible flags and tax column, a summary section, and a monthly breakdown — ready to hand off to your accountant or drop into your own records at tax time.

No spreadsheets to build. No formulas to break. Just open it, start logging, and watch your numbers organize themselves.

📌 IMPORTANT — PLEASE READ BEFORE PURCHASING

- This is a DIGITAL product. Nothing physical will be shipped.

- Delivery: your file(s)/tool link will be available immediately on your download page after checkout, and also emailed to you.

- Due to the instant, digital nature of this product, all sales are final — no refunds or exchanges.

- Licensed for personal and small business use only. Resale, redistribution, or claiming this work as your own is not permitted.

- Designed entirely by a professional graphic designer with 10 years of experience — not AI-generated, not PLR.

- Questions before or after your purchase? Message me anytime — I'm happy to help.