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Small Business Expense Tracker Spreadsheet, Profit and Loss Statement P&L for Handmade Sellers, Income and Expense Log, Google Sheets Excel

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  • Digital download
  • Digital file type(s): 1 PDF, 1 other file
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Seller's description

Specifications

Know where your money goes and what your small business really earns each month.

Log your income and your receipts as they come in. The Monthly P&L (profit and loss) sorts everything by sales channel and expense category and shows net profit and margin for every month and the year, with no formulas to write.

HOW IT WORKS
- Income: one row per payout, sale or market day. Pick the sales channel (Etsy, craft fairs, your website, wholesale, custom orders and more), type gross sales, platform and payment fees and refunds.
- Expenses: one row per receipt or bill. Pick a category from the dropdown, type the amount, how you paid and whether the receipt is saved. Business-use % for mixed costs.
- Monthly P&L and Dashboard update by themselves.

FEATURES
- Income log: 1,000 rows with a sales channel dropdown
- Expense log: 1,500 rows, 14 ready-made categories for handmade sellers (up to 20, all editable)
- Monthly P&L: sales by channel, fees, refunds, net income, expenses by category, net profit, margin and cumulative profit for 12 months
- Dashboard: year totals, month-by-month table, biggest expense category, best month, chart
- Optional monthly budget per category with "Over budget" / "Within budget" status
- Check column flags rows with a missing date, category or a date outside the year
- Receipt saved? column and a count of missing receipts

WHAT YOU GET
+ Small-Business-Expense-Tracker-and-PL.xlsx (Dashboard, Monthly P&L, Income, Expenses, Settings, Start Here)
+ How-to-open PDF (Google Sheets and Excel)

HOW TO OPEN IT IN GOOGLE SHEETS
1. Download the files from You > Purchases and reviews.
2. Upload the .xlsx file to Google Drive and open it.
3. Choose File > Save as Google Sheets.
It also opens directly in Excel 2016 or newer.

GOOD TO KNOW
- Digital download. Nothing will be shipped.
- Works for any currency: amounts are plain numbers.
- Comes with sample data, clearly marked SAMPLE, so you can see how it works. Sample numbers are made up and are not benchmarks.
- Not affiliated with or endorsed by Etsy, Inc.
- Organizes your own numbers. Not tax, legal or accounting advice. Which costs are deductible depends on your country; ask a tax professional.

Designed by seller. This spreadsheet was created with the help of AI tools, built and tested by hand (formulas recalculated and checked with sample data and with empty inputs).

Questions or a problem with the file? Message us on Etsy and we will help.

  • Item type
    Digital download
  • Digital file type(s)
    1 PDF, 1 other file
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