![]() Once defined, you will easily be able to track your actual revenue / expenses versus your goals.Īll the categories that you defined in the previous section will automatically populate here. In the next section you will define the goals or targets you have for all your income and expenses. You will also need to make sure that the category and product names you define are completely unique! To give you an example, we have provided some categories and products above that you could use. You’ll have a maximum of 15 income and expense categories and almost 1,000 products that you are able to define and we’ve highlighted the cells where you need to input your data in Pink! Whenever you update, add, or remove a category on this sheet, it will automatically update on the other dashboards. You will also need to define all your products and you can add more transaction types if needed (although this is optional). In this section you will need to define your income and expense categories which allows you to tailor this tracker to your business. We’ll begin the tutorial with the Categories section. You'll notice 10 tabs at the bottom Categories, Goals, Transactions, Overview, 12 Month View, Custom View, Revenue Calendar, Expenses Calendar, Product Inventory and Invoice. Once you have access to the template you will need to open it up within Google Sheets. We've created our templates with dynamic dashboards for easy analytics, allowing you to review your business across different time periods and dates with just a few clicks! Use our tools to take the difficulty out of monitoring your business! Business Expense Tracker Guide ![]() In addition, you’ll have an automated product inventory allowing you to easily see your highest selling products, your inventory held and the average cost & sales price for each product! You’ll also be to customize the income and expense categories to make this tracker completely flexible and bespoke to your business! Once you finish the tutorial, you'll quickly learn about how to use all our different dashboards! These dashboards track your business income, expenses, profits, and cash flows.
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