Keeping up with monthly finances can feel overwhelming—especially when you’re juggling content creation, freelance gigs, or your drone business. The good news? With the right setup in Google Sheets, you can transform chaos into clarity in just a few clicks.
Step 1: Start With a Clear Monthly Snapshot
The first step in simplifying your monthly tracking is to create a high-level overview tab. This should include your income, expenses, and profit—all totaled and automatically updated as you log transactions.
💡 If you’re using my Digital Bookkeeping Sheet from Taylor’s Toolkit, this is already built in for you. The dashboard pulls your numbers together by month so you don’t have to.
Step 2: Use Consistent Categories
Set standard categories for your expenses and income so you can sort and summarize with ease. Common examples:
- Income: Sponsorships, Ad Revenue, Client Work, Affiliate Sales
- Expenses: Software, Gear, Travel, Subscriptions
🛠️ My bookkeeping sheet includes dropdowns and auto-categorization, so you just enter the amount and move on
Step 3: Automate Monthly Summaries
With a few built-in formulas, Google Sheets can auto-calculate:
Monthly totals
Year-to-date income
Category breakdowns
Tax-deductible vs. personal spend
No need to reinvent the wheel—Taylor’s Toolkit handles all of this for you, pre-formatted and ready to go.
Step 4: Set It and Forget It With Linked Sheets
Linking tabs across months allows your data to flow without extra effort. For example, logging a new invoice in January automatically updates your yearly total.
🔗 In Taylor’s Toolkit, each month is templated and linked to the annual overview, so you’re always a glance away from your big picture.
Step 5: Don’t Wait Until Tax Season
Monthly tracking helps you make smarter decisions all year long—not just in April. Whether you’re applying for a business credit card, pitching a new sponsor, or prepping for taxes, organized data gives you confidence and speed.
🚀 Taylor’s Toolkit was designed exactly for this—by a creator, for creators.
Final Tip: Don’t get stuck building from scratch. Use a template designed to save you time, reduce stress, and help you grow your business like a pro.
👉 Grab the Digital Bookkeeping Sheet from Taylor’s Toolkit and simplify your money moves today.
