Personal Finance : Income&expense Tracker, Budget and Project P&L for Freelancers, Individuals and Small Companies
Designed for Individuals, Freelancers and Small Businesses
A substitute for the complication of Quickbooks or other personal finance software that purports to “make your life easier”, but just adds confusion with too many screens, features, and functions.
The tool is fully automated and easy to use and tailor-made as you input your categories of income, expense and type of payments based on your activities. Only 4 steps in 5 sheets and you get a full report, budget for the year accompanied by lots of charts and analysis.
The model covers 12 calendar months, 30 revenue categories, 30 expense categories , 10 types of payment / bank accounts, Profit and Loss for up to 10 Projects and 1000 items of income and expenses.
By entering data for each revenue and expense during the period, you automatically get a report tracking the income and expenses by categories and months and showing their composition as % of total.
Furthermore you can get a report of the Income and Expenses per each Project and per Bank Account.
The model has a developed functionality for budgeting revenues and expenses, and the tool produces automatic analysis, with calculation and control of the budget deviations.
In addition, you can set monthly targets for savings and an fully automated report will indicate whether the target is achieved and calculated how much you need to achieve it.
The template contains clearly-labeled input cells. All other cells are locked for calculation, labeling, or other use. This focuses the user on the Key Input they have control over.
We also provide model customization and build-out on an hourly or project basis. Please contact us on firstname.lastname@example.org for any questions and support.
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