FREE Income and Expense Tracker

by | Feb 16, 2017 | Established, Leader, Newbie | 22 comments

Keeping track of your income and expenses throughout the year is crucial to see how your business is performing. Doing it regularly (I recommend monthly) also makes it easy during tax time because you will already be prepared! To help you get organized we’ve created a simple spreadsheet that includes an Income and Expense worksheet and mileage tracker. This is the same spreadsheet I used when I started my direct sales business. Use the form below to download the spreadsheet then checkout the video for a quick overview and tutorial on using the spreadsheet!

Also checkout our related post about managing your business finances and preparing for taxes!


2/4/2019 – Fix the check formula at the bottom to include all the Misc sub-categories.

3/5/2017 – Add additional sub-categories under Other Misc. Expenses.  Add additional clarifications in the Categories Descriptions tab. Include new categories in drop-down lists and tax filing section of Income&Expenses tab.

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