Stop sorting expenses by hand. Paste in your bank export and this spreadsheet categorises each transaction for you using simple keyword rules you control, then rolls everything up into a monthly profit and loss. For plumbers, electricians, HVAC techs, roofers, landscapers and any small business.

WHAT’S INSIDE

• Transactions tab: paste Date, Description and Amount; the Category fills in automatically. An Override column lets you change any line.
• Rules tab: keyword > category rules with starter rules included; add your own in seconds.
• Categories tab: a simple small-business list (Income, Advertising, Fees, Meals, Office, Software, Travel, Contractors and more).
• Summary tab: totals by category. Monthly P&L tab: income minus expenses for each of the 12 months.
• Receipt checklist and a “needs review” flag for uncategorised or large items.
• Export tab laid out as a 3-column (Date, Description, Amount) file you can save as CSV for QuickBooks Online.
• Instructions tab, plus sample rows (synthetic data) so you can see it working.

Works in Microsoft Excel and Google Sheets. Instant digital download (.xlsx), 12 months of download access, nothing shipped.

PLEASE NOTE: an organising tool, not accounting or tax advice. Keyword rules can mis-categorise; always review the “needs review” list. Support: ledgerready@mail.tab.bot · ledgerready.sites.tab.bot

Designed by LedgerReady with AI assistance; every formula recalculated and tested before listing.