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Here are my favorite ways to use spreadsheets for financial management.
Small business income expense spreadsheet template. Small Business Budget Template The small business budget template is ideal for small businesses or for the self-employed in tracking and managing their finances. I designed this worksheet to use as a printable handout in an introductory personal finance course but it also functions as an editable spreadsheet. These spreadsheets can assist in lodging BAS budgeting and keeping track of company income and expenditure.
Using Pivot Tables to Analyze Income and Expenses. The image below shows an example of the type of report you can create fairly easily using a Pivot Table in Excel. But when I hired an accountant a few years ago they wanted everything digital not pen and paper.
Income and expense tracking. These Excel spreadsheet templates for small business expenses work on all Excel versions since Excel 2007. Below are two 2 types of business spreadsheets you can download and use for your business.
The most important information needed by a small business is its income and expenses along with a plan to increase or reduce your income and expenses. Example of a ready-to-use spreadsheet. Highlights Digital download 1 Excel file with xlsx extension compatible for Excel 2007-2016 that you can use to do your income tracking bookkeeping.
You can use a spreadsheet for basic income and expense tracking. Unfortunately its an unavoidable part of doing business I originally used my Etsy Business Planner to keep track of income expenses fees payments bills etc. Gain Loss on Sale of Assets Interest Income Total Other Income Net Income Loss For the Year Ended Mmmm Dd 200X This automated form is made available compliments of CCH Business Owners Toolkit Page 000 000 000 000 000 000 000 000 000 000 000 000 000 0.
Below are the different types of spreadsheets for business expense. Download this table in Excel format xls and fill it in with your specific information. This type of spreadsheet allows you to track the payment method date expense description and amounts.
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