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.
  1. Set up Tab - Change the income and expenses category to the categories you see on your statement
  2. 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
  1. Amazon FBA $594.47 Net Profit
  2. Amazon KDP $211.53 Net Profit
  3. Skool $2250.04 Net Profit
  4. Next month, I will start another spreadsheet and track Jan-Mar for all my other business expenses (i.e., website, Zoom, etc.).
  5. One step at a time! We've got this!
What questions do you have?
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Sybil Hall
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Replay: Tracking our monthly income and expenses co-working instructions
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