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Personal Financial Planner (Purple)

Regular price $19.99 AUD
Regular price Sale price $19.99 AUD
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An excel based financial management tool. You can use it to record all your transactions, track your spending and financial progress. It also produces a financial statement instrumental to tax returns lodgment.

File Details

Attached is an excel file that you can use to record all business transactions.

The spreadsheet contains the following pages

1. Income Register

2. Payments Register

3. Automated Income Statements

4. A visual business analysis report

We have also included

5. A welcome page and user Manual with instructions of use

6. A customisable receipt page to construct a receipt for your customers

Please note, statements are created using the Cash Accounting method.

Dimensions

This file is able to support data for a business with the following characteristics.

1. 100% Cash sales

2. A maximum of 2,000 sales per month