Free business tool + Excel companion
Income &
Expense Tracker
Know What Came In and What Went Out
Give your business money a clearer home. Record income and expenses, see your running totals, and keep notes about what changed and what you will review next.
Free for WAHMN members · Online tool + Excel companion
Keep One Clear
Transaction Log
See Income &
Expense Totals
Review Your
Money Patterns
Excel Companion
Included
Export CSV or
Print a Copy
What This Tool Helps You Do
When payments and purchases are scattered across receipts, emails, and notes, it is hard to see the bigger picture. This tracker gives you a practical place to record business cash movement and review it without starting a spreadsheet from scratch.
- Record income and expenses with dates and categories
- See income, expenses, and net cash movement
- Add review notes about the changes you notice
- Keep a separate CSV, PDF, or Excel working copy
Calmer monthly
reviews.♡
What’s Included
An online tracking workspace and a separate Excel companion for your regular money review.
Transaction log
Add dated entries with type, category, description, and amount.
Running totals
Review recorded income, expenses, net cash movement, and transaction count.
Monthly review prompts
Note strong income sources, changing expenses, and your next action.
Excel companion
Use the separate workbook with a transaction log, categories, monthly summary, and dashboard.
Perfect For You If…
For home-business owners who want a manageable routine for recording money in and money out.
How You’ll Use It
Build a repeatable recordkeeping habit, one transaction at a time.
- 1
Add a transaction
Enter its date, income or expense type, category, description, and amount.
- 2
Keep the categories consistent
Use the same labels for similar entries and keep the supporting receipts.
- 3
Review totals and changes
Check recorded cash movement and answer the monthly review prompts.
- 4
Save a separate copy
Save your browser entries, export CSV, print a PDF, or work in the separate Excel file.
Why It Matters
A simple record is easier to review than a pile of loose information. Keeping entries together helps you notice changes and ask better questions, while giving you a useful starting point for checking your records against your accounts.
Clearer records tomorrow.
♡
Does it connect to my bank?
No. You enter transactions yourself and check them against your own records.
Is net cash movement profit?
Not necessarily. It is recorded income minus recorded expenses, not a full accounting-profit view.
Do the versions sync?
No. Browser entries and the included Excel workbook are separate. Keep your own backups.
Keep Your Business Money in View
Start with the next transaction. Build a record you can return to and review.
Free for WAHMN members · Online tool + Excel companion
A calmer review.
♡
