Record a sale and its expenses
Learn the Sales & Expenses tracker with a simple bakery example. The amounts below are examples, not recommended prices.
Follow the walkthrough
- Sign in to your business portal. Open Money & paperwork → Sales & Expenses.
- Select Add sale. Enter the order date, a description such as “Birthday cake,” the currency, and a total amount of 100.
- If the customer paid a deposit of 40, enter 40 as the amount received. Choose the payment method and save. The remaining balance is 60.
- When the customer pays the remaining 60, edit that same sale and change the amount received to 100. Do not add another 100 sale for the same order.
- Select Add expense for ingredients: amount 25, category Supplies. Add packaging of 5 as a separate expense. Use the same currency.
- Select the relevant month. Compare your recorded sales, received amounts, expenses, and outstanding balances. Export a CSV to keep a copy.
Check the example: 100 received − 25 ingredients − 5 packaging = 70 left before other costs. This is not final profit: labor, transport, equipment, other overhead, and taxes may also apply.
Good habits: Keep receipts, record each transaction once, review entries regularly, and keep currencies separate. An unpaid order is not money received. The tracker is not a tax return or bank balance.
You can follow the same steps in your existing spreadsheet. If you use AI to explain a formula, check it with a small example whose answer you know.
Open your business portal →