This is a single Excel workbook that tracks your invoices, logs your expenses, and automatically builds a month-by-month Profit & Loss summary — with zero manual math. Mark an invoice "Paid" and it flows straight into your revenue. Log an expense and it's already subtracted. Open the P&L tab any time and see exactly where you stand.

What's inside:

• Invoice Tracker — log every invoice with client, amount, due date, and payment status. Automatically flags how many days overdue each unpaid invoice is, and totals everything you're still owed.

• Expense Tracker — log every business expense by category, with running totals.

• Auto P&L Dashboard — a full 12-month profit & loss view that pulls directly from your Invoices and Expenses tabs. No copy-pasting, no manual formulas. Includes a revenue-vs-expenses bar chart and year-to-date totals at a glance.

• Built-in guide — a Read Me tab that walks you through exactly what to edit and what to leave alone.

Who it's for:
Freelancers, consultants, and small business owners who want a clear, honest picture of their finances without paying for accounting software or hiring a bookkeeper.

Format: One .xlsx file. Works in Excel and Google Sheets. Instant download, use it forever, no subscription.