AutomataDesk
Monthly P&L & Bookkeeping Workbook
Twelve monthly tabs, a receipts log and a mileage log, feeding one year summary. Type a number in, read the answer.
What's included
- 12 monthly income & expense tabs with category dropdowns
- Automatic monthly P&L and year-to-date summary
- Receipt & expense log (by category and month)
- IRS-shaped mileage log with yearly totals
- Expenses-by-category view
- Excel .xlsx + Google Sheets copy link
- 2-page plain-English setup guide
Inside the file
What you'll see when you open it.
Who it's for
Built for people who'd rather run the business than learn accounting.
Freelancers & sole traders
A handful of invoices and expenses a month, and a tax return you want to stop dreading.
Small shops and side businesses
Cash sales, card sales, supplies — one place to see if the month made money.
Anyone leaving a shoebox
If your current system is a bag of receipts, this is the step before you need software.
Questions
Before you buy
Does it work in Google Sheets?
Yes. Open the link included in your download and choose File → Make a copy.
Can I add my own categories?
Yes — there’s a Categories tab. Add a row and it appears in every dropdown.
Is it set up for a specific country?
Currency and date format follow your spreadsheet settings. There are no tax rates baked in.
How many transactions can it hold?
500 per month out of the box; copy the last row down for more.
Is this a subscription?
No. One payment, and any updates to this file are free.
Monthly P&L workbook · $14 with LAUNCH14
Instant download. Excel + Google Sheets. Not tax advice.