Income & Expense Tracker — Custom Fiscal Year | Flexible Sales Tax & Superannuation | Small Business

Income & Expense Tracker — Custom Fiscal Year | Flexible Sales Tax & Superannuation | Small Business

A simple, no-frills income and expense tracker designed for small business owners, freelancers, and sole traders worldwide. Track your finances across all four quarters of your fiscal year with fully customisable sales tax (GST, VAT, Sales Tax) and superannuation already built in!

🆕 What's New in Version 2.1.1 (Major Update from V2.0.2):

• Spelling error fixes: Totals sheets read 'Total Profit of Loss' instead of 'Total Profit or Loss'.
• Row missing from calculation: Row 108 on each sheet was not added into the calculation properly. Now fixed.
• Yearly totals calculation overhaul: Previously, adding rows to the table in each sheet ruined the Yearly Totals sheet calculations. Now more rows can be added and the calculation in the Yearly Totals sheet will remain working.

🆕 Version 2.0.2 Minor update: Fixed hidden and locked cells.

🆕 What's New in Version 2.0.1 (Major Update from V1.0.2):

• Now Global: Upgraded from the Australia-only version to a fully international template.
• Customisable Tax Names & Rates: No longer locked to 10% GST. Change the text label to VAT, Sales Tax, or any tax name, and input your exact local percentage.
• Dual-Pack Bonus: Your download now includes both the updated Global Version and the classic Australian Version.

📊 Key Features:

• Flexible Fiscal Year — Works for Australian (Jul-Jun), UK (Apr-Mar), US (Jan-Dec), or any custom financial year
• Customisable Sales Tax — Easily change the tax name (GST, VAT, Sales Tax) and input your local tax rate (e.g., 10%, 15%, 5%)
• Any Currency Symbol — No password protection means you can easily change the cell formatting to your local currency ($, £, €, ¥, etc.)
• Tracks Gross and Net — Monitors income and expenses both including and excluding tax
• Separate Tax Columns — Separate tax paid and tax received columns for effortless tax return and BAS reporting
• Flexible Additional Income Column — Built-in column to track Superannuation, 401(k), pension contributions, tips, bonuses or any other additional income stream. Rename it to whatever suits your business!
• Yearly Totals sheet — automatically summarises all four quarters
• Tracks profit and loss both including and excluding sales tax
• No password protection — fully editable to suit your needs
• Rename columns, sheets, and categories as you wish

👥 Perfect for:

• Global small business owners, freelancers, and sole traders
• Anyone needing a simple income and expense tracker for tax season
• Sellers needing to track localised tax rates (GST, VAT, Sales Tax)
• Users preparing for BAS, VAT, or local tax lodgements

💻 Compatible with:

• ✅ Microsoft Excel
• ✅ Google Sheets
• ✅ LibreOffice
• ❌ Not compatible with Excel Online
• Global Edition — Fully customisable for any local tax rate or currency

📦 What You Get on Download:

1 x Global Income & Expense Tracker (Fully Customisable)

1 x Australian Income & Expense Tracker (Pre-set with 10% GST & Superannuation)

🔗 Also check out our other templates:

• Multi-Platform Consignment Sales Statement V3 — https://payhip.com/b/vJH9a
• Universal Consignment Sales Statement V2 — https://payhip.com/b/FpUiS

📜 Terms of Use:

• Personal Use Only: This template is for personal or internal business use only and may not be resold or redistributed
• Non-transferable Licence: This template is for your use only and cannot be transferred to others
• Modifications: You are welcome to modify the template for your own use — however the original terms of use still apply
• Copyright: All designs and elements remain the property of the creator and may not be used separately or without permission

❌ Return Policy:

This is a digital product — due to the nature of instant downloads, refunds or exchanges cannot be offered. Please read the description carefully before purchasing. If you experience any issues with your purchase please don't hesitate to contact us and we will do our best to help!