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I’ve designed Excel template for small business owners and in fact anyone who wishes to wish to keep a financial record. Its functional for many aspects. If you need advanced features and or customised fields, please contact me.

Basic Features ;
– Keeps track of transactions, be it Income or Expenses
– Enables categorization (self named) of Income and Expenses
– Enables GST capturing, tracking and summary – useful for BAS submissions
– Provides an Income & Expenditure Summary
– Providers separate Category summary for Income & Expenses

Detailed instructions provided with the file.

Notes ;
– The spreadsheet has been designed with the Australian GST system in mind, but there is provision for the GST percentage to be changed.
– By default the spreadsheet also incorporates the Australian Financial calendar (ending June). Hence FY13 would denote, period from 1st July 2012 to 30 June 2013, referred to as the financial year ending 2013. There are configurable options to use a December financial year end instead.

Note to previous downloaders : This latest version (Ver 2c dated 1st July 17), includes customizable options for GST percentages and selective financial year ends.

Please note the spreadsheet design and intellectual property associated with this file is copyrighted to Tony Ratnam and remains the property of Tony Ratnam. You are free to download this for your own personal use.

In downloading this file you agree to the above statement and that Tony Ratnam will be in no way responsible for any loss of information / data or other losses you may incur as a result of use of this file.

To Download

• Please click on the link below, which will take you to a Checkout page for the next process.

Please do note that this is totally FREE and no payment or payments details will be asked of you. Once you’ve provided your name and email address, a download link will be automatically emailed to you.

Note : Ignore the message “Error: You must enable a payment gateway to use Easy Digital Downloads” if it appears in the Checkout page !