Income Expense Tracker Printable for Simple Small Business Bookkeeping

Income expense tracker printable for small business owners who want their bookkeeping to feel simple and calm, right on paper. These 10 undated, currency-neutral pages let you record each payment in and each cost, see profit and loss for the month, follow invoices, mileage and petty cash, and pull the whole year together. It comes as US Letter and A4 PDF files, an instant download, with nothing shipped.

No more shoebox of receipts in March. Just a few minutes a week and a clear picture of your numbers.

How the income expense tracker printable makes month end easy

Each expense gets one of 15 ready made category codes, so adding up materials, fees, software or shipping at the end of the month only takes a few minutes. The profit and loss page sets income against expenses and gives you net profit and margin, while the annual summary places all 12 months and four quarters side by side.

Invoices and receipts, business miles and petty cash all have their own logs, and the year-end checklist helps you collect everything before tax season. The pages carry no dates, so you can start in any month and print the logs again whenever you like.

Who this bookkeeping tracker is for

• Small business owners who do their books by hand or like a paper backup
• Freelancers, side hustlers, handmade makers and online sellers tracking income and costs
• Anyone who drives for work and needs an easy mileage record
• New business owners getting ready for their first tax season

Design and printing

• Clean, elegant pages in white with blush pink details that are light on ink
• Wide margins, so nothing is trimmed when you print at home
• Portrait pages in 8.5 by 11 inch US Letter and 210 by 297 mm A4
• Undated and currency-neutral, so it works from any month and in any country
• Fits in a binder or on a clipboard, or can be spiral bound at a print shop

Inside the income expense tracker printable: 10 pages

1. 1Cover page with a list of contents and a line for your business name
2. 2Key to expense categories with 15 ready made codes (materials, packaging and shipping, advertising, fees, software, office, equipment, professional services, contractors, rent, phone, travel, insurance, training, miscellaneous), room for codes of your own, your business details and the accounts you use
3. 3Income log for the month with 22 entries for date, client or source, description, invoice number, how you were paid and amount, plus total income, how many sales you made and your top source
4. 4Expense log for the month with 24 entries for date, who you paid, description, category code, payment method, a receipt box and amount, plus monthly totals for each code
5. 5Profit and loss showing income by type, expenses across all 15 categories, net profit, last month's profit, profit margin and profit for the year to date
6. 6Tracker for invoices and receipts covering 20 invoices with number, client, date issued, amount, due date and date paid, plus receipts to file, follow-ups, total invoiced and the amount still unpaid
7. 7Mileage log for 22 business trips with start point, destination, purpose, odometer readings at start and end and distance in miles or km, plus your vehicle, the rate and the total to claim
8. 8Petty cash log for 22 cash movements with money in, money out, a running balance and a receipt box, plus a cash count at month end
9. 9The year in summary: income, expenses, profit and year to date for every month, totals for the four quarters, your strongest and quietest months and monthly averages
10. 10Year-end and tax checklist with the year in figures, what went well, what to change, a 13 point checklist for tax time and questions to ask your accountant

Files in your download

• Income & Expense Tracker in US Letter, a 10 page PDF
• Income & Expense Tracker in A4, a 10 page PDF
• Read Me First, a short PDF printing guide

How to download and print

• Check out with PayPal, a debit or credit card, Apple Pay or Google Pay. Your download page opens as soon as the payment goes through.
• We email the same private download links to you, so you can download your files again later.
• Open the PDF in a free reader such as Adobe Acrobat Reader and print at 100% or Actual size.
• Print only the pages you need, as often as you like, for your own personal use.

Good to know

• This income expense tracker printable is a print-ready PDF, not a hyperlinked digital planner. You can still import it into most note taking apps and write on it.
• It is a digital download only. Nothing physical is shipped.
• Colors may look slightly different on screen than on paper.
• Personal use only. Please keep the files to yourself, with no sharing, reselling or redistributing.
• Digital files cannot be returned, but if one will not open or print correctly, email us and we will help right away.
• This tracker helps you get organized. It is not tax, accounting or financial advice, so please check with a qualified accountant or your local tax office about your own situation.

How this was made

Designed and written by PetiteDiary. AI tools helped draft parts of the text, and some background scenes in the preview images were created with AI. Every page was designed, reviewed and checked before release.

Questions about the income expense tracker printable

Related searches