Keep business records in order
Blank Excel files, a worked example and printable forms.
- Record costs, refunds and receipt references.
- Check monthly totals within clear date boundaries.
- Keep the example separate from your own records.
What is in the pack?
Blank and worked Excel workbooks cover income, expenses, projects, employee reports, travel and recurring costs. Editable Word forms and printable A4 and Letter forms support a manual review process. CSV files contain input rows only.
Who is it for?
The pack suits freelancers and small-business owners who want a traceable record of entered income and spending. It does not connect bank accounts, approve employee claims or decide tax deductions. Use one reporting currency and keep source documents privately.
See the actual records
| Entry | Company | Type | Amount (USD) |
|---|---|---|---|
| A001 | A | Expense | 120 |
| A002 | A | Expense | 80 |
| A003 | A | Refund | 20 |
| A004 | A | Expense | 999 |
| B001 | B | Expense | 70 |
Practical help after the pack
The optional US email programme covers setup, receipt references and useful software comparisons: 24 emails over about twelve weeks, followed by weekly updates. You can unsubscribe at any time, and you can request the files without marketing emails.
Before you request a copy
Does the pack cost anything?
The original files are free for personal and internal-business use. The use terms explain adaptation, printing and redistribution.
How will I receive the files?
When signup opens, a private download link will appear after the form and be repeated in the first requested email. The public preview does not expose the original files.
Can I use Google Sheets?
Import a private copy of the Excel workbook into Sheets, then check formulas, validation, sharing and protection. The pack does not include a hosted shared workbook.
Can I stop the follow-up emails?
Yes. Use the unsubscribe link in an email. Contact messages do not add you to the list.
Start with a clear source trail
Choose the file that fits your task and keep an untouched original.