![]() ![]() Step 5: Go to the Summary sheet and "refresh" the pivot table with will instantly give you an overview of all transactions. Refer to the examples sheet if you get stuck. Step 4: Go to the Transactions sheet and enter in all the business income and expense transactions that you marked off above. Step 3: Go through all your bank and credit card statements, or shop receipts at least once a month and highlight or mark the income and expenses transactions that relate to your small business activities. Step 2: Go to the Categories sheet and key-in your types of income and expenses. ![]() Step 1: Look at the examples on the Examples sheet. Please note, this workbook contains a pivot table type report which will currently not work in the Open Office software if that's what you are using. This spreadsheet isn't locked, so if you are familiar with using Excel, you can fully customize it to suit your requirements. ![]() The summary will help you quickly see if you are making a profit or if you are losing money. You don't even have to record specific dates but you can enter months. You do not have to record or track any bank account balances or credit card balances. You can use it to record all your income and expense transactions from any source like your bank accounts, credit cards or cash. You will not have to provide your name or email address.Īfter downloading this file to your device, open it and click on Save As, then find a file in your computer filing system where you will remember how to find it. After you click on the blue button above, the Bookkeeping Spreadsheet will instantly download to your device. ![]()
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