{"product_id":"sales-expense-tracker-excel-income-expenses-monthly-profit-report","title":"Sales \u0026 Expense Tracker — Excel Income, Expenses \u0026 Monthly Profit Report","description":"\u003cp\u003e\u003cstrong\u003eSimple daily records. A clear monthly profit picture.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThe Sales \u0026amp; Expense Tracker is a downloadable Microsoft Excel workbook for keeping tidy records of the money your business receives and spends — and seeing at a glance whether each month made a profit.\u003c\/p\u003e\n\u003ch3\u003eWhat it does\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eSales log:\u003c\/strong\u003e record sales per transaction or as a daily total, with payment method and any card\/online fees deducted.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExpense log:\u003c\/strong\u003e record every payment by category, and mark whether you kept the receipt.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly profit \u0026amp; loss:\u003c\/strong\u003e income, fees, expenses and net profit for each month of your financial year, with a year total.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eOwner drawings kept separate:\u003c\/strong\u003e money you take for yourself is tracked but not counted as a business expense.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReceipt reminders:\u003c\/strong\u003e expenses without a receipt are flagged and totalled.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e year-to-date income, expenses, profit, margin, best month and where the money goes, with charts.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eError checks:\u003c\/strong\u003e invalid dates, dates outside your financial year, missing categories and wrong amounts are flagged in red.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eSole traders, self-employed professionals, small shops and online sellers who want organised records for decision-making and for their accountant. Works in any currency, with any financial-year start month.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWorks well with the Business Cash Flow Manager:\u003c\/strong\u003e this tracker records what has happened; the Cash Flow Manager forecasts what will happen.\u003c\/p\u003e\n\u003ch3\u003eWhat you receive\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e one ZIP download containing two Microsoft Excel workbooks (.xlsx): a BLANK file ready for your data and a SAMPLE file with example data.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDelivery:\u003c\/strong\u003e instant download. After payment, your download link appears on the order confirmation page and is sent to your email.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRequirements:\u003c\/strong\u003e Microsoft Excel 2010 or newer. No macros needed.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrice:\u003c\/strong\u003e US$17 one-time purchase; no subscription.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eShipping:\u003c\/strong\u003e None — this is a digital product.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eNote: a record-keeping and management tool on a cash basis. Not accounting or tax advice.\u003c\/em\u003e\u003c\/p\u003e","brand":"OCS Essentials","offers":[{"title":"Default Title","offer_id":67821531299885,"sku":"OCS-SET-100","price":17.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0723\/0894\/9037\/files\/OCS_Sales_Expense_Tracker_product.png?v=1794703770","url":"https:\/\/ocsessentials.com\/products\/sales-expense-tracker-excel-income-expenses-monthly-profit-report","provider":"OCS Essentials","version":"1.0","type":"link"}