Replay: Tracking our monthly income and expenses co-working instructions
As business people, we need to be tracking our income and expenses. I know that it's tough to get started, so I am committed to doing this with you every month. I will show you how to do it, and then we will do it together. I am handing you this spreadsheet so you can do your financial tracking, too! Get out of your head and just do it! Honestly, you will be glad that you did. Make a copy of this tracker 1. Set up Tab - Change the income and expenses category to the categories you see on your statement 2. Transaction Tab -Date -Category -Transaction amount 4. Check the Profit and Loss Report for your progress 5. Repeat at the beginning of next month The three screenshots you see here are my Profit/Loss Pages for January and February 2026 1. Amazon FBA $594.47 Net Profit 2. Amazon KDP $211.53 Net Profit 3. Skool $2250.04 Net Profit 4. Next month, I will start another spreadsheet and track Jan-Mar for all my other business expenses (i.e., website, Zoom, etc.). 5. One step at a time! We've got this! What questions do you have?