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English
$
USD
I will create an excel income and expense tracker for small business
Custom Spreadsheets and Small Business Trackers
I’m Tim, a business owner with hands-on experience managing sales, expenses, invoices, and customer records. I offer practical spreadsheet templates and customized business trackers to help small busi...
About this Gig
Know what came in, what went out, and what is left with an Excel tracker tailored to your small business.
I will build an editable income and expense spreadsheet with your categories, preferred currency, automatic totals and clear instructions. Ideal for freelancers, cleaning services, online sellers and service businesses.
BASIC: 1 sheet, up to 5 formulas, income and expense totals, sample entries, quick-start guide and 1 revision.
STANDARD: Up to 3 sheets, 10 formulas, monthly profit summary, 1 chart, guide and 2 revisions.
PREMIUM: Up to 5 sheets, 10 formulas, monthly dashboard, 3 charts, your branding, guide and 3 revisions.
You receive a reusable Excel .xlsx file built around the agreed scope. Send your categories, currency and Excel version. Sample data is helpful but optional.
Need something different? Message me before ordering so we can confirm the right package.
Spreadsheet setup only. Bookkeeping, tax filing, transaction entry, macros and external integrations are not included. Please confirm Google Sheets or other software compatibility before ordering.
Platform:
Excel
Development technology:
VLOOKUP
Expertise:
Formatting
•
Formulas
•
Functions
•
Dashboard
•
Charts
FAQ
What will I receive?
An editable Excel .xlsx workbook customized to the agreed package, with sample entries and a quick-start guide. You can reuse it for your own business.
Will the workbook work in Google Sheets or on a Mac?
The standard delivery is an Excel .xlsx file. Please tell me your Excel version and device before ordering. Google Sheets conversion or compatibility with other software must be agreed in advance.
What is included in a revision?
A revision covers adjustments to the agreed workbook, such as labels, colors, categories or an existing formula. New sheets, features or a different project scope require a separate agreement.
