BUSINESS FINANCE · CHIDOGEAR
Your transactions, organised in one straightforward ledger.
Keep business income and spending records together, with clear transaction details and a summary sheet for reviewing your numbers.
WHY THIS WORKBOOK
A simpler way to stay organised
A lightweight bookkeeping tracker for independent professionals and small operations. It is not an accounting or tax-filing service.
Keep a clean transaction log
Record dates, references, categories, descriptions, amounts and payment methods.
Separate key details
Use the income/expense type and category fields to make transactions easier to review.
Check your business overview
Consult the Business Summary sheet instead of reviewing every entry by hand.
YOUR WORKBOOK, EXPLAINED
What’s inside the file?
One editable Excel workbook, organised into 3 practical worksheets:
- 01
TransactionsA structured ledger with date, reference, type, category, amount, payment method and notes.
- 02
Business SummaryA summary of the transaction records.
- 03
Start HereGuidance on entering and reviewing information.
GET STARTED IN THREE STEPS
From download to an organised plan
- 1Open Transactions and create entries for income and expenses.
- 2Add categories and payment methods to keep records consistent.
- 3Review Business Summary when checking financial activity.
MADE FOR REAL WORK
Who is it for?
Freelancers, sole traders, creators and small-business owners who need an internal transaction record.
GOOD TO KNOW
Frequently asked questions
Can I edit the workbook?
Yes. The file is supplied as an editable XLSX workbook.
Is anything shipped?
No. This is a digital download, not a physical product.
Where can I get help?
Contact support@chidogear.com for order or file questions.
