Most sole traders use their personal bank account for business too. Which means at tax time, you can't just hand your accountant a bank statement, your morning coffee, client invoices, and gym membership are all mixed in together with no clean way to separate them.
This tracker exists to fix exactly that.
The Sole Trader Income & Expense Tracker is a fully automated Excel spreadsheet built specifically for Australian sole traders, aligned to the financial year (July–June). Log your income and expenses as you go, and you'll hand your accountant a clean, business-only record at tax time instead of a shoebox of receipts and a prayer.
What's inside:
✓ Income & Expense tabs with built-in ATO-aligned category dropdowns
✓ A live Dashboard with auto-updating KPIs (total income, expenses, gross profit)
✓ Monthly Income vs Expenses bar chart
✓ Monthly Profit Trend line chart
✓ Expense Breakdown by Category pie chart (year-to-date)
✓ Profit vs your own Monthly Target (set your goal, track it automatically)
✓ Best & Worst Month, spotted instantly
✓ GST-ready columns, whether you're registered or not
No formulas to break. No guesswork.
Just enter your numbers: every total, chart, and KPI updates itself.
Format: Excel spreadsheet (.xlsx).
* Works in Google Sheets too. Simply upload to Google Drive and open with Sheets, charts and formulas included.
Why the dashboard matters:
Most income and expense trackers are just tables. This one has a full live dashboard (four auto-updating charts and six KPI cards) so you can actually see the shape of your business at a glance, not just a list of numbers.
Who this is for:
Australian sole traders, freelancers, and small business owners who want to keep clean records without paying for accounting software and who want to actually understand their numbers, not just store them.
Format: Excel spreadsheet (.xlsx). Works in Google Sheets or upload to Google Drive and open with Sheets. Instant download.
Our honest tip: update it weekly or fortnightly rather than saving everything for one big end-of-year session. It keeps your numbers accurate and makes tax time a quick check instead of a stressful scramble.
Please note: This is a record-keeping tool, not tax advice. It does not replace a registered tax agent or accountant.
Digital Product Notice: This is a digital download. No physical item will be shipped.
Refunds: Due to the nature of digital products, refunds are generally not available once a product has been downloaded, except where required under Australian Consumer Law. See our Refund Policy for details.
Most sole traders use their personal bank account for business too. Which means at tax time, you can't just hand your accountant a bank statement, your morning coffee, client invoices, and gym membership are all mixed in together with no clean way to separate them.
This tracker exists to fix exactly that.
The Sole Trader Income & Expense Tracker is a fully automated Excel spreadsheet built specifically for Australian sole traders, aligned to the financial year (July–June). Log your income and expenses as you go, and you'll hand your accountant a clean, business-only record at tax time instead of a shoebox of receipts and a prayer.
What's inside:
✓ Income & Expense tabs with built-in ATO-aligned category dropdowns
✓ A live Dashboard with auto-updating KPIs (total income, expenses, gross profit)
✓ Monthly Income vs Expenses bar chart
✓ Monthly Profit Trend line chart
✓ Expense Breakdown by Category pie chart (year-to-date)
✓ Profit vs your own Monthly Target (set your goal, track it automatically)
✓ Best & Worst Month, spotted instantly
✓ GST-ready columns, whether you're registered or not
No formulas to break. No guesswork.
Just enter your numbers: every total, chart, and KPI updates itself.
Format: Excel spreadsheet (.xlsx).
* Works in Google Sheets too. Simply upload to Google Drive and open with Sheets, charts and formulas included.
Why the dashboard matters:
Most income and expense trackers are just tables. This one has a full live dashboard (four auto-updating charts and six KPI cards) so you can actually see the shape of your business at a glance, not just a list of numbers.
Who this is for:
Australian sole traders, freelancers, and small business owners who want to keep clean records without paying for accounting software and who want to actually understand their numbers, not just store them.
Format: Excel spreadsheet (.xlsx). Works in Google Sheets or upload to Google Drive and open with Sheets. Instant download.
Our honest tip: update it weekly or fortnightly rather than saving everything for one big end-of-year session. It keeps your numbers accurate and makes tax time a quick check instead of a stressful scramble.
Please note: This is a record-keeping tool, not tax advice. It does not replace a registered tax agent or accountant.
Digital Product Notice: This is a digital download. No physical item will be shipped.
Refunds: Due to the nature of digital products, refunds are generally not available once a product has been downloaded, except where required under Australian Consumer Law. See our Refund Policy for details.
