Sole Trader Income & Expenses Tracker

Know your profit all year, without bookkeeping software.

A simple Excel tracker for sole traders, freelancers and side hustlers. Type in each payment you receive and each business cost as it happens. The sheet adds everything up for you, month by month and for the whole tax year.

What's inside

• Income: log every payment with the date, customer, description and amount. Room for 300 lines
• Expenses: log every business cost, pick a category from a drop-down list and mark whether you kept the receipt. Room for 600 lines
• Monthly Summary: income, expenses and profit for each month, a running total and a chart
• Tax Year Summary: your totals for the year, expenses by category, and a rough guide to how much to set aside for tax
• Settings: your business name, tax year and your own list of expense categories
• Start Here: a short guide, with example lines you simply overwrite

Good to know

• Works with the 6 April to 5 April tax year. Entries dated outside the year are flagged and not counted
• Instant digital download. Nothing is posted
• Excel file (.xlsx), designed for Microsoft Excel. It may also open in Google Sheets or Apple Numbers, but some features, like drop-down lists and the chart, may look different
• Amounts are in pounds sterling (£)
• Formulas are built in. You only type in the yellow cells
• A record-keeping tool only. It is not tax or accounting advice, and the tax set-aside figure is a rough guide that you can change
• For your own use only
• Digital download: you lose your 14-day right to cancel once you download the file. See our Returns & Refunds page