Profit Tracking Spreadsheet Build

Customer: AI | Published: 30.11.2025

I need a clean, user-friendly spreadsheet—built either in Microsoft Excel or Google Sheets—that lets me log every sale and every expense, then instantly shows how those numbers translate into profit or loss. Here is what the file must handle right away: • Sales: date of sale, product or service sold, and amount. • Expenses: date of expense, expense category, and amount. Once the figures are entered, the sheet should automatically: • Total monthly incoming and outgoing amounts. • Calculate net profit per month and year-to-date. • Display clear, automatically updating charts so I can see profit versus loss at a glance. Please structure the workbook so I can add more metrics or extra columns later without breaking the formulas. A simple dashboard, formatted tables, and thoughtful use of built-in functions (SUMIFS, pivot tables, QUERY, or similar) will be appreciated. When finished, share the unlocked master file and a quick set of instructions so I can begin entering real data immediately.