📊 OVERVIEW
An editable Excel template designed for self-employed professionals to track revenue, expenses, and net profit across the full financial year. Includes modular fields for discounts, refunds, and tax logic—ideal for freelancers, sole traders, and client-facing documentation.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 💼 Revenue tracker with up to three income streams and deductions for discounts, refunds, and credit notes
• 🧾 Cost of Goods Sold section with five purchase categories and total COGS logic
• 📈 Operating expenses including payroll, utilities, rent, insurance, travel, depreciation, and other costs
• 🧮 Auto-calculated gross profit, net profit, and percentage margins
• ✅ Clear section headers and formula-ready layout for client-side editing
🧠 USE CASES
• Internal financial tracking for self-employed professionals and sole proprietors
• Client-facing documentation for tax prep, grant applications, or investor updates
• Strategic planning for cost control, pricing, and profitability improvement
• Reusable format for monthly, quarterly, or annual reporting cycles
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure for income, expenses, and net profit tracking
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This editable template is available for immediate download upon purchase. No physical item will be shipped. Compatible with Microsoft Office and fully customisable for client-side use.
