Small Business Expense & Simple Ledger Tracker
Small Business Expense & Simple Ledger Tracker Use an Excel workbook, transaction import CSV, category map, monthly review checklist, and receipt log to organize income and expenses. Built for: small business owners, freelancers, and local operators who need a lightweight income and expense tracker before tax or bookkeeping review What you get: - `00_RUN_SMALL_BUSINESS_EXPENSE_SIMPLE_LEDGER_TRACKER_WIZARD.html` - `00_START_HERE.html` - `START_HERE.md` - `main-guide.md` - `FIRST_SESSION.md` - `one-person-impact.md` - `PUBLISHING_GATES.md` - `source-notes.md` - `SAVE_AND_BACKUP.md` - `sample-output.md` - `sample-output.csv` - `QUALITY_CHECK.md` - `small-business-expense-simple-ledger-tracker.xlsx` - `transaction-import-starter.csv` - `category-map.csv` - `monthly-close-checklist.csv` - `receipt-log.csv` - `03_bookkeeper-question-log.csv` - `04_tax-prep-review-questions.md` - `05_month-end-filled-example.md` - `06_preparer-handoff-checklist.csv` - `07_bank-export-import-guide.md` Why it is useful: A chat answer will not give you a formula-backed workbook with transaction rows, category mapping, checks, and monthly totals that can be edited later. Not included: - Tax filing - Bookkeeping cleanup service - Bank-feed automation - Deductibility or entity-specific tax advice Guardrail: This is a recordkeeping workbook, not bookkeeping, accounting, legal, or tax advice. Confirm categories, deductibility, and records with a qualified professional.
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