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Mar 6 • 💰 Financial
Replay: Tracking our monthly income and expenses co-working instructions
As business people, we need to be tracking our income and expenses. I know that it's tough to get started, so I am committed to doing this with you every month. I will show you how to do it, and then we will do it together.
I am handing you this spreadsheet so you can do your financial tracking, too! Get out of your head and just do it! Honestly, you will be glad that you did.
- Set up Tab - Change the income and expenses category to the categories you see on your statement
- Transaction Tab
-Date
-Category
-Transaction amount
4. Check the Profit and Loss Report for your progress
5. Repeat at the beginning of next month
The three screenshots you see here are my Profit/Loss Pages for January and February 2026
- Amazon FBA $594.47 Net Profit
- Amazon KDP $211.53 Net Profit
- Skool $2250.04 Net Profit
- Next month, I will start another spreadsheet and track Jan-Mar for all my other business expenses (i.e., website, Zoom, etc.).
- One step at a time! We've got this!
What questions do you have?
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Replay: Tracking our monthly income and expenses co-working instructions
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Build sustainable income streams with best-selling author Sybil Hall. Real businesses, real progress, a community growing together 12 weeks at a time.
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