Tradie Expenses Planner: Expenses, Income & Financial Year Dashboard (Excel)

Track every dollar in your trade business, all financial year.

The Tradie Expenses Planner is a ready-to-use Excel spreadsheet for Australian tradies and sole traders. It's built by a registered BAS Agent, so your records are tidy and ready for tax time.

WHAT'S INCLUDED

✔ Expenses log: 17 tradie categories, business-use % (e.g. 80% for your phone) and a receipt check

✔ Income log: every customer payment in one place

✔ Financial-year dashboard: profit, a suggested tax set-aside, GST collected and credits (if registered), spending by category and month-by-month charts

✔ GST check: see how close you are to the $75,000 registration threshold

✔ Running costs: know what your business costs to run each month

✔ Weekly cashflow tracker

EASY TO USE

• Type in the yellow cells, and everything else calculates for you

• Works in Excel, Google Sheets and Numbers

• Use it year after year: just change the financial year start date

WANT THE FULL SET-UP?

The Aussie Tradie Start-Up Kit includes this planner PLUS a 19-page guide, rate calculator, job costing, quote template and AI prompts.

Instant download. General information only, not tax or financial advice.

Questions? hello@aussietradiekit.com.au