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.
Physical Goods eCommerce Build Category: ECommerce, HTML, Magento, PHP, Shopify, Web Development, Web Design, WooCommerce Budget: ₹600 - ₹1500 INR
27-Jan-2026 05:04 GMT
Energetic YouTube Vlog Edit - 26/01/2026 23:53 EST Category: Adobe Premiere Pro, After Effects, Audio Services, DaVinci Resolve, Final Cut Pro, Video Editing, Video Post Editing, Video Production Budget: ₹12500 - ₹37500 INR
27-Jan-2026 05:04 GMT
Création articles blog santé Category: Article Rewriting, Article Writing, Blog, Blog Writing, Content Writing, French Translator, Research, SEO Budget: €12 - €18 EUR
China Research Peptide Sourcing Category: Alibaba, International Shipping, Manufacturing, Market Research, Research, Simplified Chinese Translator, Sourcing, Technical Documentation, Traditional Chinese (Hong Kong), Translation Budget: $30 - $250 USD