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Welcome! And Hello!
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Using This Workbook
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If you are here, you are probably a creative person running a creative business looking for a way to track your income and expenses to stay organized.
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I hope this income and expense log will be a helpful starting point for you. This workbook is meant to be tailored to suit your own needs -- You may want to rearrange the columns or rename the categories, and that is perfectly fine! It needs to work for you -- and capture all the required information.
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You'll find instructions and tips on each tab -- The TL;DR summary is to enter your data on the detail tab and let it be summarized on the Summary tab.
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Saving the Workbook
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Save a copy of this workbook to your own drive. This template is shared widely, and if you accidentally start entering data, your information will also be shared widely. (That's why we don't let you edit this template.)
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If you don't have a Google Drive, no worries. You can download this workbook as an XLS, CSV, or NUM file to use on your own computer. (Navigate to the File menu and choose "Download" to save a copy to your hard drive.)
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Sharing the Workbook
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Please share this with anyone who would find it useful! It is free to use.
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Sharing Link:https://bit.ly/RecordkeepingLog
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Disclaimer
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This workbook is not intended to be used as tax, legal, or accounting advice. It is simply an educational tool to support you and your creative practice.
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Taxes, especially, are complex, and this tool cannot capture every nuance of every deduction. These are only estimates.
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Having said that, make it your own so it works for you (especially if that means changing the tax rates to suit your situation).
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Want to Chat?
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If you'd like to chat about this workbook or meet to tailor it to your own needs, feel free to book a coaching session with a financial coach from our team.
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Booking Link:https://scheduler.zoom.us/d/ir4bdwpl/financial-coaching-session
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About Minerva Financial Arts
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Minerva Financial Arts LLC is a financial education company that empowers creative individuals with pro-artist financial education and counseling, delivering clear and actionable financial content built specifically for creative individuals. Curious about the name? Minerva was the Roman goddess of arts, commerce, and wisdom, and the combination of those three things is pretty powerful.
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It was founded by Dr. Elaine Grogan Luttrull, CPA-PFS, AFC® (she/her) in 2009. Elaine's workshops and presentations have been featured nationally by groups that support the arts, a variety of state and regional arts councils and commissions, and colleges and universities where creative students thrive.
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Website Link:https://minervafinancialarts.com/
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