{"product_id":"sole-trader-income-expenses-tracker","title":"Sole Trader Income \u0026 Expenses Tracker","description":"\u003cp\u003e\u003cstrong\u003eKnow your profit all year, without bookkeeping software.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eA 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.\u003c\/p\u003e\n\u003ch4\u003eWhat's inside\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eIncome:\u003c\/strong\u003e log every payment with the date, customer, description and amount. Room for 300 lines\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExpenses:\u003c\/strong\u003e log every business cost, pick a category from a drop-down list and mark whether you kept the receipt. Room for 600 lines\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly Summary:\u003c\/strong\u003e income, expenses and profit for each month, a running total and a chart\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTax Year Summary:\u003c\/strong\u003e your totals for the year, expenses by category, and a rough guide to how much to set aside for tax\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSettings:\u003c\/strong\u003e your business name, tax year and your own list of expense categories\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here:\u003c\/strong\u003e a short guide, with example lines you simply overwrite\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch4\u003eGood to know\u003c\/h4\u003e\n\u003cul\u003e\n\u003cli\u003eWorks with the 6 April to 5 April tax year. Entries dated outside the year are flagged and not counted\u003c\/li\u003e\n\u003cli\u003eInstant digital download. Nothing is posted\u003c\/li\u003e\n\u003cli\u003eExcel 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\u003c\/li\u003e\n\u003cli\u003eAmounts are in pounds sterling (£)\u003c\/li\u003e\n\u003cli\u003eFormulas are built in. You only type in the yellow cells\u003c\/li\u003e\n\u003cli\u003eA 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\u003c\/li\u003e\n\u003cli\u003eFor your own use only\u003c\/li\u003e\n\u003cli\u003eDigital download: you lose your 14-day right to cancel once you download the file. See our Returns \u0026amp; Refunds page\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"PlanNest","offers":[{"title":"Default Title","offer_id":67679388172355,"sku":"TRADER-001","price":7.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0707\/0534\/8675\/files\/plannest-trader-1-cover.png?v=1791819237","url":"https:\/\/plannest.store\/products\/sole-trader-income-expenses-tracker","provider":"PlanNest","version":"1.0","type":"link"}