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Gusto is a people platform made for businesses who want to take care of their people. Gusto’s products and services can help small businesses onboard, pay, insure, and engage their teams, in a single integrated, easy-to-use platform that’s loved by over 100,000 modern employers. Not a Gusto customer? Get three months free when you sign up here.
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Get 3 months free.
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IMPORTANT READ FIRST:
This spreadsheet is view only. To edit the spreadsheet go to File >> Make a Copy. This will add an editable copy to your own Google Drive.

INSTRUCTIONS:
Enter your income and expense categories in the grey cells below. The categories you enter will auto-populate a dropdown menu in the following tabs. When you are categorizing your income and expenses for each month, click on the arrow to reveal the dropdown menu.

Your gross income, total expenses, and net income are calculated at the bottom of the monthly tabs. The last tab shows your monthly and year end totals. Use these totals to compare your month-to-month income and spending and to spot financial trends in your business.
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INCOME CATEGORIES
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Enter your income categories here, for example...
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Online Courses
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EXPENSE CATEGORIES
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Enter your expense categories here, for example...
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Payroll Expense
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