Already linked to the price template to save you time on entering materials.
Track when your products sell and raw materials need to be replenished.
Keep track of your finished products and when they are made or sold.
Get monthly summaries of your total sales and expenses. Comes with directions on how to import your sales from different venues via their csv downloads.
For those who want to track purchases throughout the year, and then do a physical inventory count at year end.
If you’re just estimating prices, the free template is enough.
But if you want to actually know your profit, you need a full system:
2. Monthly Sales & Expenses Tracking Template
3. Annual Inventory Worksheet
BONUS: Get Started with Excel Video Guide
The templates will be emailed to you within 24 hours of purchase, but usually it’s within a few hours during the daytime.
All orders are sent from [email protected] or [email protected]
Sometimes the emails can get stuck in the junk or promotions folders, so don’t forget to check there for it.
Yes! The templates are designed in MS Excel and are compatible with all versions of Excel.
With a Mac computer, you will need ‘Excel for Macs’ or Google Sheets. Templates do not work with Numbers program on the Mac.
Most templates work well with Google Sheets, which is a free program, as well as One Drive online Excel.
When purchasing the templates as-is, you agree to the licensing terms which allow the template to be used by the buyer only, and to not share the templates with others who haven’t paid for the product.
All templates come personalized with your name or business name, and that cell remains protected.
You may purchase the license upgrade to use the templates for your own clients, when it is part of a service you provide. See the Commercial license option at checkout for more details.
Most of the templates come with the cells with formulas protected, to provide a fool-proof experience and prevent someone from accidentally deleting or writing over a formula, which could cause the template to not work as described.
There is usually an extra fee to receive the editable formulas version of each template. When you purchase from this page, you will receive the editable versions as a BONUS for free.