A simple Google Sheets tool to track your monthly income, expenses, and profit at a glance.
Log your transactions and instantly see whether your business is profitable each month, no formulas to build, no bookkeeping experience required.
What's included:
- Set Up tab to customize your income and expense categories (up to 10 income, 25 expense)
- Combined Transaction Log to record income and expenses in one place
- Monthly Profit and Loss Report with income, expenses, net profit, and profit margin
- Instant profitable check (✓ or ✗) for each month
- Visual income and expense breakdowns by category
Who this is for:
Small business owners and solopreneurs who want a fast, no-fuss way to check their numbers each month, without needing full bookkeeping detail.
Need more detail for tax season, like separate income and expense tracking and owner's pay tracking? Check out the Digital Bookkeeping Template instead.
How it works:
Make a copy, set your categories, and start logging. Everything else updates automatically.
Terms:
Due to the instant-access nature of digital products, all sales are final. If you have a question about whether this template is right for you before purchasing, feel free to reach out at kati@simplyhealthybookkeeping.com and I am happy to help.
This template is for personal or single-business use only. It may not be resold, redistributed, or shared as your own product.