A smarter way to track your sales and expenses
without reinventing spreadsheets from scratch
Whether you have an online shop or an in person boutique, keeping track of your sales and expenses can drive you crazy!
Or maybe like some, you wait until the last minute before taxes are due, to really get your numbers organized.
Most small business owners start out with good intentions:
“I’ll just make a quick spreadsheet to track this”
But then:
- You spend HOURS deciding what to track
- You second-guess categories and layouts
- You tweak formulas, then tweak them again
- You wonder if the numbers are even accurate
By the time the spreadsheet finally “works,” you’ve already lost time – and the next time your business changes, you’re back at square one.
The frustration isn’t entering your data.
It’s setting up spreadsheets that actually make sense.
What if you had access to tracking templates, so you can streamline the whole process and check it off your to-do list?
Instead of guessing, you’re making decisions based on real information – not gut feelings or half-finished spreadsheets.
This bundle helps you organize your data not just to record the past, but to plan your next move with confidence.
The Sales & Expenses Template Suite gives you access to every sales and expense template from Time Saving Templates – so you can choose the spreadsheet that fits your current situation.
Understanding your numbers is more than a tax requirement
Yes – clean data makes tax time easier.
But that’s only part of the value.
When your sales and expenses are organized in a way that makes sense,
your numbers start working for you:
Spot patterns before they become problems.
Understand which income streams are best.
Gain clarity on what to focus on next.
Each file is a stand-alone, purpose-built tracker designed for specific types of sales and expenses. Use one now, switch later, or add another as your business evolves – without starting from scratch.
Make it easy on yourself by using templates that are already structured to save you time – with formulas, summaries, and categories all set up for you.
No formulas to build. No layouts to reinvent. Just open, enter your numbers, and get clarity.
See what others have to say about Time Saving Templates
Ready to access a Collection of Proven Templates?
Every template is designed specifically for you to be able to easily input your information – with formulas and charts already set up, so you don’t have to understand how to edit formulas or create charts from scratch.
Imagine Everything you can get DONE with these resources at your fingertips:
- Sales and Expenses Templates (profit trackers)
- Sales Only Trackers
- Expenses Only Trackers
- Specialty Product Trackers
Total Value over $1,000+
Discounted: $500
Only $97 One-time purchase
This toolkit is ideal if you are:
A product-based business owner.
A service-based business owner or independent consultant.
Selling online, in person, in stores or boutiques, Etsy or craft shows.
If you have struggled with a consistent and easy way to understand and track your sales and expenses - this is your sign to finally cross it off your list.
Just listen to what our customers are saying:
Why This Toolkit Works
Here’s how most customers use it:
Start simple
Use only the sheets you need right now – nothing is required all at once.Track what works for you
Some people prefer to manually enter sales as they occur, others download the csv so they can copy and paste their total sales into the file.Let the formulas do the work
Monthly summaries and totals should update automatically, with some charts you may need to click a refresh button. No need to worry about editing formulas!Feel confident in your numbers
Whether it’s product planning, pricing, or taxes – you’re no longer guessing, but relying on the data.
Look at Everything you get inside each template:
1. Monthly Sales & Expenses Tracker – with CSV Import functionality
- Designed to easily import your sales from various venues, so you aren’t stuck spending hours on data entry.
- Simply copy/paste CSV reports from venues including: Etsy, Amazon, PayPal, Stripe, Square
- Sales can also be manually entered
- Features Monthly and Annual summaries
- Perfect for handing over to your accountant
- Gain insight on your monthly business profits
- Comes with 23 common expense categories and ability to add 3 of your own.
2. Profit Tracking per Product – Sales and Expenses Tracker
- Built to calculate the profit per product or per customer order, so you can clearly see how profitable each sale is.
- Although each order must be entered, several features help make this a streamlined way of tracking your sales:
- Ability to add pre-set fees per venue or credit card processor (up to 14 types)
- Extra pages included for tracking overhead expenses and an expenses summary
- Add your own customized expense categories
3. Income Source Tracking – with Expenses
Watch the example video here:
- Track 7 different income source types, across 5 categories or pages
- Ability to customize your income types and the pages to fit your specific situation.
- Includes 2 versions: One for Client tracking and another for Project tracking.
- The summary is set up to total everything for you, based on what is entered in each client/project page.
- Track up to 22 expense categories that you can create your own labels for.
- Designed to save time: Add an expense category on the specified 1st page, then it automatically gets added in all the other pages, summary page and drop-down lists.
4. Simple Sales Tracker
- Perfect for quick overviews and clean monthly reporting.
- Simply enter your sales, click refresh on the table and see your monthly totals.
- No complicated setup for those that want to get started right away.
5. Sales Metrics Analysis – By Product Type/Category and By State
- For those who want to dig into your sales metrics – we’ve done the heavy lifting to get you the insights that will help you make strategic decisions.
- Set up to save you time on data entry, this template has ability to import sales from 3 CSV types:
- Etsy
- WooCommerce
- PayPal
- Or add your own sales.
- Several summary charts and 2 types of analysis are included:
- Category Analysis – group your products by type or category – for up to 20 categories.
- State Sales Review – another tab will summarize total sales per state, which can be helpful in some types of businesses.
6. Expenses Only Trackers – 3 Versions to Choose:
- Not concerned about tracking sales yet, but want to get a head start on ensuring your expenses are in check, these trackers can help:
- Basic Business Expenses: Add up to 21 of your own expense categories, enter expenses and have a monthly and annual expense summaries populated for you.
- Business Expenses – Extra Categories: For when you need more expense categories, this version is set up to create 57 of your own expense categories. Includes monthly and annual expense summaries.
- Business Expenses – with Contractor Wages tracking: When you have contractors or subcontractors, tracking their hours and wages is large part of your expenses. This template is set up to 30 Contractor rates, across 100+ clients. Summary includes typical expense categories, with an additional column for total contractor wages paid, per month.
BONUS #1: ALL SPECIALTY Business Templates (includes 6 premium spreadsheets)
These specialty templates were designed for a specific type of business – whether it be a t-shirt design business, event management, consignment boutiques or craft shows.
Click each template name below for more information on how it works:
Track everything related to various craft show events within this one file. Set up to list out totals for 1 craft show per row, to help with comparing profitability, application due dates, show dates, booth costs, mileage, and total sales.
If your boutique takes items on consignment, this tracker will help ensure all your consigned items stay organized. You can set different % fees per consignor and view reports on how much each consignor has sold.
If you list your products at consignment boutiques, this spreadsheet will help you keep track of the items, dates, costs and calculate your commission on items sold.
If you sell digital products, this spreadsheet helps you organize the amount of time spent to develop each product and then setting goals to see how much to sell to break even or more. This template combines the Profit per Product and Sales tracker, as well as the Overhead expense template, into 1 file to work specifically for digital products.
This template was originally designed for a T-shirt business and helps to track the various shirt sizes (XS – 5XL), with an extra tab for creating specific customer invoices based on multiple items, sizes and colors.
On top of tracking sales and expenses related to events, this template also helps track attendance related information. Comes with several charts to show the metrics per event.
BONUS #2: General Business Worksheets
These templates cover some basic tracking related to mileage, timesheets, social media and creating sales receipts.
BONUS #3: All UNLOCKED Versions
You will be getting the unlocked version of every template in this bundle! This helps for those who do want to customize or make changes, although it isn’t necessary to make changes if you don’t want to. It just gives you the flexibility to do so in the future.
What Makes This Different:
- Designed specifically for small businesses
- Excel-based - no subscriptions
- Modular (use only what applies to you)
- Comes with PDF instructions for each template
- Created by someone who understands how real small businesses operate
Your TIME is the most valuable resource of all. Use it wisely!
If you miss this deal, later you will have to pay $$ to get the same templates.
Total Value $1,000+
Discounted: $500
Only $97 One-time purchase
This package is compatible with:
MS Excel or Google Sheets
Direction files are in PDF format.
Common Questions!
After purchasing, you will be prompted to setup a username and login. After that you can login immediately and browse the templates and download what you need.
For any questions, email [email protected] or [email protected]
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.
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.
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.