Income and Expense Tracker, Small Business Expense Tracker for Google Sheets and Excel, Self Employed Tax Spreadsheet, Schedule C Categories

SMALL BUSINESS INCOME AND EXPENSE TRACKER FOR GOOGLE SHEETS AND EXCEL

A small business income and expense tracker for sellers, makers, freelancers, 1099 contractors and the self-employed. Type each sale and expense on one line. It shows income, expenses and profit by month and year, totals for each tax category, and what to set aside for taxes.
Room for 3,000 transactions.

📊 WHAT IT DOES

✓ Transactions: one line per sale or expense with the date, amount, category, description and how it was paid.
✓ Transactions: 24 categories are ready, each with its line on the U.S. Schedule C form. Rename them or add your own.
✓ Transactions: four cards for Income, Expenses, Profit and Set aside for taxes this month. Pick any month to look back.
✓ Transactions: This month and This year for every category, and a chart of this month's expenses.
✓ Monthly: Income, Expenses, Profit, Margin, Set aside and Profit so far for each month, with a chart.
✓ Taxes: this year's total for each category with its Schedule C line, and a chart of your biggest expenses.
✓ Taxes: profit for each of the four estimate periods, what to set aside at your rate, the due date and a Paid box.
✓ A new month and a new year start on their own. Nothing to copy or reset.

📂 WHAT'S INSIDE: 4 TABS AND 3 CHARTS

✓ Start here: your set-aside rate, an optional year and four short steps
✓ Transactions: your categories and every sale and expense, with four cards and one chart
✓ Monthly: the year month by month, four cards and one chart
✓ Taxes: yearly totals by category, quarterly estimates, four cards and one chart

📝 HOW IT WORKS

1. Open the PDF and click the link to make your own copy in Google Sheets. Or open the Excel file.
2. On Start here, check the share of profit to set aside for taxes. Business name and year are optional.
3. On Transactions, add one line for every sale and every expense: the date, the amount and a category.
4. Everything else fills in by itself. Monthly shows the year, and Taxes shows the yearly totals and estimates.

📥 WHAT YOU GET

✓ Google Sheets version (the link is in the PDF)
✓ Excel version (.xlsx) for desktop Excel on Windows or Mac. In Excel, the checkboxes show as TRUE or FALSE
✓ A filled example to look around, and a blank copy for your own business
✓ A PDF guide with screenshots, the links and the first steps
✓ A video guide for this planner (the link is in the PDF)

💻 GOOD TO KNOW

✓ Works with a free Google account. No add-ons, no subscription, no bank connection.
✓ You type each sale and expense. Nothing is imported from your bank or the places you sell.
✓ Amounts are always positive. The category decides if a line is income or an expense.
✓ Rename categories before you add lines. Lines you already added keep the old name.
✓ It does not make invoices, track mileage or count inventory.
✓ The tax numbers are a summary for your tax pro.
✓ Type only in the lighter input cells. Formulas are protected: Google Sheets warns you before you change one.
✓ Best on a computer. The Google Sheets app works for quick entries on your phone.
✓ Amounts show in dollars. The formulas work the same in any currency.
✓ The Excel version may look slightly different from the photos (fonts, colors, charts). The photos show Google Sheets.
✓ English only. Not made for Apple Numbers.
✓ Free updates for life.

➕ WANT MORE?
✓ Small Business Bookkeeping Spreadsheet: the full version, with pricing, invoices, mileage and profit and loss. 30 tabs.
https://growlylabstudio.com/products/small-business-bookkeeping-planner-spreadsheet-for-google-sheets-and-excel
✓ Business Planner Set: bookkeeping, inventory, a client CRM and a project tracker in one set.
https://growlylabstudio.com/products/small-business-spreadsheet-bundle-bookkeeping-inventory-client-crm-and-project-tracker

This is a digital download. Nothing will be shipped. Because it is a digital file, it can't be returned, but if anything is unclear, message me and I will help you set it up.
This planner is a tool for your own records, not tax or financial advice.