![]() Etsy Only TemplatesĪs a fellow Etsy Seller Seller I have created templates just for you which are pre-set up to already have the right categories for your Etsy Sales and Fees to simplify the set-up of your template. The one you need will depend on which platform(s) you sell on and where you are based. You don’t have to manually add each sale! These work by letting you download your transactions and paste into the file so your sales and fees are calculated automatically. ![]() Just choose the Tax OR Non-tax version based on the answer you gave above.Īll other Bookkeeping templates are linked to specific sales platforms. The template then groups your transactions by month and category and drops them neatly into a 12-month report. Just add the date, description and amount and choose a category from a list that you create when you set up the spreadsheet. My most popular templates are the List based reports where you input your Income and Expenses on 2 separate sheets. If you are in the UK or Australia and are not VAT registered then the answer is probably No. Do you need to report tax on your sales to the authorities?Īs a quick guide, if you are based in the US then the answer is probably yes. The templates will work for any business as you decide on the Income and Expense categories you want to see, so whether you sell products or services, or whether you have a physical store or sell online - they will work for you. You can either key them in individually, or copy and paste from another source but you are responsible for making sure that you add the data to the right column and in the right format. At the moment there are 3 of these to choose from.Īll of these are Manual Templates, which means that you add your transactions manually into the file. These templates will work for you - whatever type of business you have as they do not rely on data feeds to get to your monthly figures. My templates are split between categories depending on what sort of business you have and which online sales platforms you use. The tracker totals by current month, current year-to-date, and prior year-to-date.Īs with any of my templates, if you have any small modifications need or questions, please always feel free to message me on Etsy.First of all, what type of business do you have? Ĝustomer Payor Tracker: This feature allows you to automatically total all payments received by customers and paid to vendors solely based off of the entries you enter into the register. ![]() Pre-built for up to 3 checking or savings accounts. With this you can enter transactions into the register and track outstanding checks on your checking or savings account and reconcile each month with your bank statement. ěank Reconciliation Tool: This tool is one of my favorites. Paycheck Tracker: This report allows you to input paycheck information to show income, taxes withheld, and deductions by employee, and then totals it for the current month and year-to-date. This helps you to see which platforms are the most successful and profitable for you. Revenue Channel Tracker: Allows you to track your income and expense specific to the sales channels you’re using (Etsy, Amazon, eBay, Shopify, etc.). ěudgeting: Includes an area to enter your income and expense budget by month and then automatically compare to actual results. ĝetailed Monthly Income Statement: See every month’s profit and loss report side-by-side with an automated monthly income statement. Easily change your fiscal year end on the setup page. ğully customizable: Easily add, remove, or rename any income or expense name on the setup page. The register includes drop downs to make entering transactions easier. Ěutomated Profit and Loss and Register: Enter transactions into an easy to use register (similar to a checkbook) and the profit and loss template automatically calculates your total income and expenses. To see a YouTube walkthrough of this template please go to, please note this video may show some features not included in this listing.įeatures of this income statement template include: If you are a small business needing a quick, simple solution to track you’re income and expenses, then this automated profit and loss excel template is perfect for you.
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