
You’re not bad at money. Your money is just in one pile.
The Uber Eats order, the client lunch, the software subscription, the groceries. It all comes out of the same card. Then tax time comes and you have no idea what the business actually spent, what it actually made, or what you pulled out for yourself.
You don’t need $60 a month of accounting software to fix that. You need one place to record what happened and a system that sorts it for you.
That’s what this is.
Type each transaction in once. The tracker does the rest:
Tells you if it was a business expense, a personal expense, or a mix-up
Flags personal spending paid from the business account, and business costs you paid out of your own pocket
Keeps a running balance of what the business owes you, or what you’ve taken out
Shows your income, expenses, and net profit by month
Flags business expenses with no receipt saved, before someone asks for one
What’s inside
Transactions tab: dropdown menus for accounts and categories, so nothing gets misspelled and nothing falls through
Dashboard: your income, expenses, profit, and personal spending at a glance, with a monthly chart
Monthly Summary: every category, every month, one page
Owner Tracker: the business-versus-personal balance, kept for you
Setup tab: 30 ready-made categories, each with a suggested Schedule C line for your accountant
Start Here guide: five steps, about ten minutes to set up
This is for you if:
You started a business and everything still runs through your personal accounts
You can’t justify paying for QuickBooks yet
You want clean numbers before you hire a bookkeeper
This is not for you if:
You need bank feeds, invoicing, or payroll. This is a tracker, not accounting software.
You’d rather not enter transactions by hand. It works only if you keep it up weekly.
Built by someone who has seen where this goes wrong.
I’m Remi. I’m a business finance expert with 30+ years in finance and auditing. I’ve watched business owners lose weeks, and real money, untangling books that were mixed from day one. I built this so you never have to.
Quick answers
What do I need to open it? Excel or Google Sheets.
How many transactions does it hold? 1,000 per copy, about 83 a month. Start a fresh copy each tax year.
Is this tax advice? No. The category guide is general guidance for sole proprietors and single-member LLCs. Have your CPA review before you file.
Questions? globalmindsconsultantsllc.com | glomindsconsultants@outlook.com