Small Business Income & Expense Tracker

Organize recorded business receipts and payments and review a clear monthly summary in Excel.

WHAT'S INCLUDED

- 200 transaction rows

- Calendar-year selector and twelve-month summary

- Income, expenses and net recorded cash

- Expense-category breakdown

- Fictional sample transactions and instructions

WHO IT'S FOR

Makers and small businesses that want a simple manual cash tracker.

HOW TO USE

Record dated receipts and payments, select matching categories and choose the year to review.

REQUIREMENTS

Microsoft Excel is the intended application. Other spreadsheet software has not been verified. This is a downloadable Excel workbook, not an app or online service.

INSTANT DIGITAL DOWNLOAD

Receive an XLSX workbook and written instructions in a ZIP. No physical product is shipped. Fictional sample data is included; replace it before using the workbook.

IMPORTANT

This is a cash tracker, not tax-preparation software or a complete accounting system. Transfers, loans and owner draws are outside its scope. It does not connect to your bank.

One-time purchase. No subscription.