Sole Trader Income & Expenses Tracker | UK Self-Employed Excel Spreadsheet

Take control of your sole trader income and expenses with this easy-to-use Excel tracker.

Running your own business means keeping track of money coming in and going out. This editable spreadsheet helps UK sole traders organise their business records without needing complicated bookkeeping software.

What’s included:

• Income and expenses transaction tracker
• Automatic monthly income totals
• Automatic monthly expense totals
• Estimated profit calculations
• Dashboard showing your business figures
• 300 ready-to-use transaction rows
• Expense category suggestions
• Payment method dropdowns
• Worked examples
• Step-by-step instructions

Perfect for:

• Cleaners
• Gardeners and landscapers
• Handymen
• Window cleaners
• Freelancers
• Other UK self-employed sole traders

How it works:

1. Download the Excel spreadsheet.
2. Open the START HERE tab and follow the instructions.
3. Enter your business income and expenses.
4. View your automatically calculated totals on the dashboard.
5. Update the tracker as your business grows.

What you’ll receive:

1 editable Microsoft Excel (.xlsx) workbook containing five worksheets.

Important information:

This tracker provides calendar-year income and expense summaries. It does not calculate your tax bill, prepare a Self Assessment return or replace professional accounting advice.

Digital download only. No physical product will be posted.