I run a small business and need a working Excel spreadsheet that helps me track monthly income and expenses — and generates totals that I can use for:
Universal Credit reporting (monthly net income)
Carer’s Allowance (annual income total)
HMRC Self-Assessment (annual income, expenses, net profit)
I already have a file with the right structure — but the formulas and calculations aren’t working properly, especially when entering my own data. I need someone to either fix it or rebuild it cleanly from scratch.
✅ What It Must Do: Income and Expenses Tabs
Date, Description, Amount, and Category columns
Dropdown list of expense categories (including “Online & Website fees”)
Input dates in UK format (DD/MM/YYYY)
Optional: highlight if a date is invalid or won’t be counted
Summary Tab
Monthly breakdown of:
Total Income
Total Expenses
Net Profit
Totals that auto-update from the Income/Expenses tabs
Annual totals
Clear value for:
Universal Credit reporting (monthly income)
Carer’s Allowance reporting (annual income)
Annual Expense Breakdown
Sums up each category over the full year
Monthly Category Breakdown
Shows how much was spent in each category per month
I have a template that almost works — but formulas don’t pull data correctly when I enter my own info.
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