Revenue Tracking System

Stop guessing where your money is going.

This 12-page guide walks you through setting up a simple income tracker, a tax set-aside habit, and a monthly review routine so your numbers are always clear without complex accounting or weekly admin.

If you relate to this:

1. You don't know exactly where your income is coming from or where it's going
2. Tax time turns into a scramble because nothing was tracked consistently
3. Complex accounting systems get set up once and abandoned by week two

This is what this guide can give you:

A simple income infrastructure you set up once and maintain with just a monthly thirty-minute review — so your numbers are always clear and your decisions are always grounded in real data, not gut feeling.

The system inside:

1. The complete income flow — a five-step map from sale to personal income, covering payment processing, automatic transfers, and intentional allocation so nothing falls through the cracks
2. The allocation formula — a simple starting split (50% to yourself, 30% for taxes, 20% for business expenses) that makes tax set-asides a habit before income grows
3. The revenue tracker — a minimal spreadsheet setup that takes one session to build and one monthly update to maintain
4. The expenses tracker — categories, receipt storage, and a system that means tax time is organised rather than overwhelming
5. The monthly review — three core questions that give you a clear picture of your business health and tell you where to focus next

What's inside:

1. The full income flow explained, from payment processor to personal withdrawal
2. Guidance on processor fees to factor into your pricing from the start
3. A revenue audit to map what's in place and identify the most important gap to fix first
4. Three guided exercises: set up your revenue tracker, define your allocation formula, and plan your monthly review habit
5. AI prompts for spotting revenue trends, setting realistic growth targets, and getting quick guidance on expense categories
6. A quick-win exercise: a live revenue tracker built in under ten minutes

The result:

Clear numbers. Confident decisions. No more end-of-year scrambling.

12 pages. Set it up once. A monthly review keeps it running.