Small Business Income and Expense Tracker Spreadsheet

Know what your business actually made each month. Log sales and costs with a type and category, choose the year, and see monthly income, expenses, profit, margin and category totals update on their own, plus an optional set-aside figure at a percentage you choose.

Ideal for

• Makers and handmade sellers
• Freelancers and side hustlers
• Small service businesses
• Anyone organizing numbers for their accountant

Features

• Income and expense log with type and category dropdowns
• Monthly income, expenses and profit for the year
• Totals by category, filtered to the year you choose
• Profit margin calculated for you
• Optional set-aside estimate at a percentage you choose
• Chart of income vs expenses by month

What's included

• Spreadsheet file for Microsoft Excel
• Google Sheets template link (in the PDF guide)
• PDF quick-start guide

Compatibility

• Microsoft Excel 2016 or newer, including Microsoft 365
• Google Sheets (free Google account required)

How it works

1. Download your files right after checkout; the download link is also in your receipt email.
2. Open the PDF guide and click the link to copy the template into your Google Drive, or open the .xlsx file in Excel.
3. Follow the quick-start steps; setup takes about 10 minutes.

Please note

• This is a digital download; no physical item will be shipped.
• For personal use only. Please don't resell, share or redistribute the files.
• Terms of use: results depend on the information you enter, so please double-check any figures that matter to you. To the extent permitted by law, our liability is limited to the price you paid. This does not affect your statutory rights as a consumer.
• This tracker is an organizational tool, not accounting, tax or legal advice. Any set-aside figure is a percentage you choose, not a tax calculation.
• Designed by LedgerLinenDesigns with the help of AI tools. Every formula is tested before listing.