TC Business Income & Expense Tracker

Description

Streamline your TC business finances with a purpose-built Google Sheets bookkeeping dashboard that handles income logging, expense categorizing, client invoicing, and post-transaction task tracking—all in one place. An automated financial summary gives you an instant view of total income, expenses, and net profit, with a last year's comparison so you can measure growth without digging through spreadsheets.

Dynamic monthly and quarterly charts visualize your cash flow at a glance, while agent performance graphs break down exactly how much revenue each agent generates and how many transactions you've completed for them. Whether you work with one agent or manage multiple teams, this tracker automates your summaries so your time goes toward scaling your business.

What's Included:

• Google Sheets Template — Standard version (no sales tax) + Canadian Tax version (GST, PST, or custom HST configurations)
• Dashboard Tab with automated financial graphs
• Income & Invoice Tracker — log closing dates, agent names, client types, payment statuses, invoice numbers, due dates, and overdue indicators
• Expense Tracker — log by date, category, and payment method with paid and receipt-filed status columns
• Auto-Populating Client Invoice — pulls transaction data automatically to generate clean, professional invoices
• Post-Transaction Task Checklist — customizable headings with auto-calculating workflow completion percentages
• Step-by-Step Setup Guide
• Exclusive YouTube Video Tutorial
• Canva Header Templates for branded invoices and spreadsheet headers

Requirements: Requires a Google account and a Canva account (free or paid). Designed for Google Sheets only — not compatible with Excel. Digital download only — no physical product will be shipped.