Correct Counts tool
5-in-1 Bookkeeping Tracker Pack
Track receipts, inventory, sales, profit, and savings with five spreadsheets and matching printable PDFs.
Digital download. No physical item ships.
View current price on EtsyPayment and download delivery through the Correct Counts Etsy shop. Opens in a new tab.
Your downloadFive Excel (.xlsx) spreadsheets and five printable PDFs. Works in Excel and Google Sheets. Apple Numbers is not supported.
Created by Courtney, an Accounting Manager. Meet the maker →
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Inside your download
What’s included
- Receipt log and inventory tracker with automatic totals and stock alerts
- Client and sales log, annual profit and loss summary, and savings goal tracker
- Five Excel spreadsheets with instructions, plus five printable PDFs
Who it’s for
Small business owners who want simple tools for everyday records, stock, sales, and money goals.
Full product details
Five trackers for the money side of your business: receipts, inventory, sales, profit and savings. Each one works in Excel or Google Sheets and does the maths for you. Every tracker also comes as a printable PDF.
Built by an Accounting Manager. Not a marketer.
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WHAT'S INCLUDED
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① RECEIPT LOG
• 300 rows for date, vendor, category, amount and payment method
• Pick categories from a dropdown list, no typing
• Monthly totals by category, filled in automatically
• Receipt counts per month, so you can see what's missing
② INVENTORY TRACKER
• Log stock in and stock out for each item
• Calculates stock on hand and stock value automatically
• Flags items when they hit your reorder point
③ CLIENT & SALES LOG
• Record each sale, invoice and client
• Mark it Owed or Paid from a dropdown
• Counts the days each client took to pay
• Summary totals for billed, collected and still owed
④ ANNUAL PROFIT & LOSS SUMMARY
• January to December on one sheet
• Quarter totals and year total, calculated for you
• Net profit and profit margin, worked out automatically
⑤ SAVINGS GOAL TRACKER
• Set a goal for your business or for yourself
• A 20-box progress bar fills in as you save
• Shows how much you need to save each month
• Deposit log to record every contribution
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WHY YOU'LL LIKE THEM
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✓ The formulas are built in. Type your numbers in and the totals update.
✓ Colour-coded cells show what to fill in and what calculates on its own
✓ Each file has an Instructions tab
✓ No subscriptions or software to learn
✓ Prefer paper? Print the PDF versions.
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HOW IT WORKS
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1. Buy the bundle and download it from your Etsy Purchases page
2. Open each file in Excel, or upload it to Google Drive and open it with Google Sheets
3. Read the Instructions tab, then start entering your numbers
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YOU'LL RECEIVE
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• 5 spreadsheets (.xlsx), compatible with Excel and Google Sheets
• 5 printable PDFs
• Instant download
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PLEASE NOTE
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• This is a digital download. Nothing physical will be shipped.
• Works with Microsoft Excel (desktop or online) and Google Sheets. Apple Numbers is not supported.
• Because these are digital files, I can't offer refunds. If something isn't working, message me and I'll help you fix it.
• These trackers help you stay organised. They are not tax or legal advice.
• For personal or single-business use only. Please don't resell or share the files.
Questions? Send me a message. I'm happy to help.