Excel Template To Track Income / Expenses?

Business By sheilabelle Updated 12 May 2012 , 2:53pm by jason_kraft

sheilabelle Posted 12 May 2012 , 12:07pm
post #1 of 4

I am a home baker and my accountant wants me to track my income and expenses. I am not a business minded person. I am looking for a template or someone who is willing to share their basic excel spreadsheet. I feel like such an idiot and would appreciate anyone's help. Thanks! icon_smile.gif

3 replies
costumeczar Posted 12 May 2012 , 2:27pm
post #2 of 4

I can send you mine, but you might have different expenses. I'll email it to you.

costumeczar Posted 12 May 2012 , 2:29pm
post #3 of 4

well, it won't let me do attachments here. Message me your email address and I'll send it to you from my email.

jason_kraft Posted 12 May 2012 , 2:53pm
post #4 of 4

If a professional is handling your accounting you can keep it very simple. On the expenses side list the date, amount, vendor name, vendor location, and what type of expense it is (ingredients, supplies, insurance, utilities, etc.). For income include the date ordered, date delivered, customer name, delivery address, customer phone/email, order amount (separated between the cost of the product and any extra fees such as delivery), and a brief description of the order.

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