DIY Transaction Tracker & Video Tutorial

DIY Transaction Tracker + Video Tutorial
Take control of your business finances with this easy-to-use Excel transaction tracker, designed specifically for beauty and wellness entrepreneurs. Paired with a step-by-step video tutorial, this tool helps you organize expenses, track income, and stay CRA-compliant year-round. Perfect for DIY’ers who want professional-level results without the hassle.

This Package Includes;

• Excel file DIY Transaction Tracker for you to download, it includes;
  • Automatic profit and loss statement for you to track business performance
  • Tracker worksheet ready to be input with the information that CRA needs in a convenient and easy to use format
  • Calculate your business-use-of-home expenses and business use vehicle expenses automatically after tracking the costs
  • If you need it in google sheets, please let me know!
• 45min complete walk through on how it works, broken down by;
  • General introduction of the tracker
  • Transaction category explanations, so you will know how to allocate all types of transactions
  • Tracker walk through - know exactly what information needs to be input and where
  • Profit and loss statement walk through - it is created automatically, just listen and learn how to review and interpret it!
  • Tax specific transactions - learn why we will track home expenses and vehicle expenses for tax purposes

If you have any questions or comments, please reach out!

The video sections are:

• Intro; 0:00 - 3:24
• Categories 101; 3:25 - 12:53
• Follow along tracking a transaction; 12:54 - 22:42
• Profit and loss statement 101; 22:43 - 26:50
• What are "Tax transactions"; 26:51 - 33:27
• Summary; 33:28 - 35:04

Once purchased, you will receive an email where you can download the video and the DIY Transaction Tracker. Please reach out if there are any issues. (Check junk mail folder!)