Bakery Income & Expense Tracker

See exactly how your home bakery is doing. Log your orders and expenses and this tracker turns them into monthly totals, charts and an annual sales cap tracker.

What'S Inside

• Order & Income Log (500 rows): date, order #, customer, item, product category, sales channel, sale amount, discount, delivery fee, tips, payment method and paid/unpaid
• Expense Log (400 rows): date, vendor, category, amount, payment method and receipt saved
• Monthly Dashboard: income, expenses, net profit, orders, average order and unpaid totals; month-by-month table; expenses by category; income by product category; 4 charts
• Annual Sales Cap Tracker: enter your state's cottage food sales limit and see how much counts toward it, what's left, % used, a projection at your current pace and colour-coded warnings
• Settings: tracking year, warning levels, and editable category lists

About The Sales Cap Tracker

Cottage food sales limits differ by state, and some states have none. No state limits are built in: you type your own limit and choose whether delivery fees and tips count. Check your state's current rules.

Easy To Use

• 'How to Use' tab with step-by-step instructions
• Yellow cells = type here, white cells = locked formulas (no password)
• Fictional EXAMPLE orders and expenses show the dashboard working - clear them to start fresh

Works In

Microsoft Excel (2016 or newer / Microsoft 365) and Google Sheets (free). Uses only standard functions.

What You Get

1 .xlsx file (Order, Income & Expense Tracker)

Please Note

• This is a DIGITAL DOWNLOAD. No physical item will be shipped.
• Example data in the files is fictional and clearly marked.
• These tools are for planning and record-keeping and are not legal, tax or financial advice.
• Colors may look slightly different on different screens and printers.

License

For use in your own business. Please do not share, resell or redistribute the files.

Ai Disclosure

This listing was created with AI assistance. I used AI tools to help build the spreadsheet formulas and layouts, draft the instructions and listing text, and generate the preview images. Every file was then reviewed, tested with example data and finalized by me before listing.