{"title":"All Templates","description":"\u003cp\u003eEvery Tabloom spreadsheet template, each in Excel and Google Sheets, with an Example workbook and a Quick Start guide.\u003c\/p\u003e","products":[{"product_id":"project-planner","title":"Project Planner","description":"\u003cp\u003eKeep every project on track without rebuilding the plan each week. List your tasks with their workdays and the task each one follows, and the Project Planner works out the dates, draws the Gantt chart, shows who is overbooked and sums it all up on a one-page status report.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cp\u003e11 tabs that work together:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e an interactive overview of progress, the forecast finish, milestones and risks, filtered by phase or owner.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eGantt:\u003c\/strong\u003e a timeline with a today line, progress bars and milestones. Filter it, and zoom between days and weeks.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTasks:\u003c\/strong\u003e your plan, with phase, owner, workdays, dependencies and % done. The dates calculate themselves.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWorkload:\u003c\/strong\u003e hours booked per person per week against their capacity, as a heatmap.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTeam:\u003c\/strong\u003e people, roles and weekly hours, with tasks and hours per person.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRisks \u0026amp; Issues:\u003c\/strong\u003e a risk and issue log with scores, owners, actions and a risk matrix.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStatus Report:\u003c\/strong\u003e a one-page report with overall status, phase progress, milestones and risks.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eData Checks:\u003c\/strong\u003e automatic checks for missing or mistyped entries, plus overdue tasks, people booked over capacity and a forecast that slips past the target date.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here, Settings and Help:\u003c\/strong\u003e a setup checklist, your project details, work week, holidays and phases, and answers to common questions.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eBuilt to save you time\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eLink each task to the one it follows and its dates fill in. Add lag days for waiting time, or a negative lag to overlap two tasks.\u003c\/li\u003e\n\u003cli\u003eDates count workdays only. Pick a Monday to Friday, Monday to Saturday, Sunday to Thursday or seven-day week and list your holidays (US holidays for 2026 and 2027 are filled in to start).\u003c\/li\u003e\n\u003cli\u003eGive a task 0 workdays to make it a milestone: it shows as a diamond on the Gantt chart and appears in the milestone lists.\u003c\/li\u003e\n\u003cli\u003eThe forecast finish moves unfinished work forward from today (or a status date you set), so you see the likely end date as well as the plan.\u003c\/li\u003e\n\u003cli\u003eEvery task gets a status: Done, Overdue, Behind, In progress or Not started. Behind means its % done trails the plan by more than the threshold you set.\u003c\/li\u003e\n\u003cli\u003eThe report's overall status sets itself to Green, Amber or Red, or you can choose it yourself.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eProject managers, team leads and coordinators who need a plan they can share. It also suits freelancers, agencies and small businesses planning a launch, a new website or an office move, and anyone who reports progress to a client or a boss: the Status Report does most of that work.\u003c\/p\u003e\n\u003ch3\u003eWhat you get\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eThe Excel workbook (.xlsx), blank and ready for your own data\u003c\/li\u003e\n\u003cli\u003eThe Google Sheets edition: open the PDF in your download and use its make-a-copy links to add it to your Google Drive\u003c\/li\u003e\n\u003cli\u003eAn Example workbook filled in with sample data for a website relaunch project, so you can see how everything works before you add your own\u003c\/li\u003e\n\u003cli\u003eA Quick Start guide (PDF)\u003c\/li\u003e\n\u003cli\u003eFree updates to the edition you buy\u003c\/li\u003e\n\u003cli\u003eInstant digital download after checkout\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eLicense\u003c\/h3\u003e\n\u003cp\u003eStandard covers your own use, personally or in your business, including your employees. Professional adds use with unlimited clients, for example filling in copies for clients and sharing the completed files with them; neither license allows reselling or sharing the template itself. \u003ca href=\"\/pages\/licenses\"\u003eCompare licenses\u003c\/a\u003e\u003c\/p\u003e\n\u003ch3\u003eRequirements\u003c\/h3\u003e\n\u003cp\u003eMicrosoft Excel 2010 or later on Windows, Excel 2011 or later on Mac, or Microsoft 365. For the Google Sheets edition, a free Google account. Best used on a computer. No macros.\u003c\/p\u003e","brand":"Tabloom","offers":[{"title":"Standard","offer_id":58756004774232,"sku":null,"price":29.0,"currency_code":"USD","in_stock":true},{"title":"Professional","offer_id":58756004807000,"sku":null,"price":69.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1018\/6987\/9640\/files\/project-planner-01.jpg?v=1791885673"},{"product_id":"small-business-bookkeeping-system","title":"Small Business Bookkeeping System","description":"\u003cp\u003eSee exactly how your business is doing every month, from one workbook. Type or paste in your transactions and the Small Business Bookkeeping System categorizes them, reconciles your accounts, compares spending with your budget and builds a profit and loss report you can print or send to your accountant.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cp\u003e14 tabs that work together:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e pick a period and a comparison (the previous period or your budget) and every figure, chart and insight updates.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTransactions:\u003c\/strong\u003e your ledger, one row per transaction, with receipt links. Up to 3,000 rows a year.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eImport Helper:\u003c\/strong\u003e paste a bank or card export and it becomes ledger rows, categorized by your rules.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRules:\u003c\/strong\u003e keywords that tell the workbook which bank descriptions belong to which category.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAccounts:\u003c\/strong\u003e a live balance for every account, plus monthly reconciliation against your statements.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBudget:\u003c\/strong\u003e budget vs actual for each category, with budget to date, variance, progress and status.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReport:\u003c\/strong\u003e a printable profit and loss report for any month or quarter, with comparisons and your notes.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfit \u0026amp; Loss:\u003c\/strong\u003e month-by-month profit and loss by category, with gross and net margins.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMileage:\u003c\/strong\u003e log business trips; miles and their value at your chosen rate calculate automatically.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eData Checks:\u003c\/strong\u003e catches missing categories, transfers that don't net to zero, reconciliation differences and other mistakes.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eYear-End Summary:\u003c\/strong\u003e a one-page summary to print or send to your accountant.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here, Settings and Help:\u003c\/strong\u003e a setup checklist; your business details, accounts, categories and budgets; and answers on credit cards, refunds, sales tax, owner draws and more.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eBuilt to save you time\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eStarts with 39 common US small-business categories, each with a place for a monthly budget. Rename them or add your own.\u003c\/li\u003e\n\u003cli\u003eKeyword rules fill in the category (and an optional payee name) for each bank line you import.\u003c\/li\u003e\n\u003cli\u003eMark rows Cleared as they appear on a statement, enter the statement balance, and any difference shows up on Data Checks.\u003c\/li\u003e\n\u003cli\u003eOwner contributions and draws, transfers, sales tax and loan principal stay out of your profit.\u003c\/li\u003e\n\u003cli\u003eCredit cards and loans show separately from cash on the Dashboard, Report and Year-End Summary.\u003c\/li\u003e\n\u003cli\u003eUncleared items older than 30 days are flagged for a look when you reconcile.\u003c\/li\u003e\n\u003cli\u003eNew year? Save a copy, clear last year's transactions and update the opening balances. Categories, budgets and rules carry over.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eSole proprietors, freelancers and small businesses that keep their own books and want a clear monthly picture, plus tidy figures for their accountant at year end. It works on a cash basis, and the starter categories are set up for US small businesses (you can rename them).\u003c\/p\u003e\n\u003ch3\u003eWhat you get\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eThe Excel workbook (.xlsx), blank and ready for your own data\u003c\/li\u003e\n\u003cli\u003eThe Google Sheets edition: open the PDF in your download and use its make-a-copy links to add it to your Google Drive\u003c\/li\u003e\n\u003cli\u003eAn Example workbook filled in with sample data for a small design and print studio, so you can see how everything works before you add your own\u003c\/li\u003e\n\u003cli\u003eA Quick Start guide (PDF)\u003c\/li\u003e\n\u003cli\u003eFree updates to the edition you buy\u003c\/li\u003e\n\u003cli\u003eInstant digital download after checkout\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eLicense\u003c\/h3\u003e\n\u003cp\u003eStandard covers your own use, personally or in your business, including your employees. Professional adds use with unlimited clients, for example a bookkeeper keeping a separate copy for each client; neither license allows reselling or sharing the template itself. \u003ca href=\"\/pages\/licenses\"\u003eCompare licenses\u003c\/a\u003e\u003c\/p\u003e\n\u003ch3\u003eRequirements\u003c\/h3\u003e\n\u003cp\u003eMicrosoft Excel 2010 or later on Windows, Excel 2011 or later on Mac, or Microsoft 365. For the Google Sheets edition, a free Google account. Best used on a computer. No macros.\u003c\/p\u003e","brand":"Tabloom","offers":[{"title":"Standard","offer_id":58756039541080,"sku":null,"price":39.0,"currency_code":"USD","in_stock":true},{"title":"Professional","offer_id":58756039573848,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1018\/6987\/9640\/files\/small-business-bookkeeping-system-01.jpg?v=1791885673"},{"product_id":"freelance-business-system","title":"Freelance Business System","description":"\u003cp\u003eRun the business side of freelancing from one workbook. Track leads and deals, log your hours, print invoices, record payments and expenses, and see what you really earn per hour and how much to set aside for taxes.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cp\u003e18 tabs that work together:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e pick a period and compare it with the previous period or your monthly goals.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePipeline:\u003c\/strong\u003e your sales board, with deals by stage, follow-ups due, win rate and lead sources.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDeals:\u003c\/strong\u003e every opportunity with its stage, value, close date and next step.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClients:\u003c\/strong\u003e client details with invoiced, paid, balance, overdue and days to pay.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProjects:\u003c\/strong\u003e hourly, fixed-fee, retainer and internal jobs with hours, budget used, unbilled work and effective hourly rate.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTime Log:\u003c\/strong\u003e hours worked per project, as start and end times or a number of hours. Billable by default.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eInvoices:\u003c\/strong\u003e your invoice register, where totals, due dates, payments and status update automatically.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eInvoice Lines:\u003c\/strong\u003e the line items for each invoice, with service, description, quantity and rate.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eInvoice:\u003c\/strong\u003e a ready-to-print invoice for any invoice number.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePayments:\u003c\/strong\u003e money received against invoices, part payments included. This is your income.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExpenses:\u003c\/strong\u003e business costs by category, with receipt links.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTaxes:\u003c\/strong\u003e a set-aside planner for your four estimated tax payments, at the rate you choose, with what you've paid.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfit \u0026amp; Loss:\u003c\/strong\u003e month-by-month income, expenses by category, profit and hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Statement:\u003c\/strong\u003e a printable statement of invoices, payments and balance for any client.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eData Checks:\u003c\/strong\u003e flags entries to fix, overdue invoices and hourly work older than 30 days that isn't invoiced yet.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here, Settings and Help:\u003c\/strong\u003e a setup checklist; your business details, invoice defaults, goals, services and categories; and answers to common questions.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eBuilt to save you time\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eYour business details, payment terms and invoice number prefix fill every invoice, and Settings shows the next invoice number.\u003c\/li\u003e\n\u003cli\u003ePick a service on an invoice line and its rate fills in.\u003c\/li\u003e\n\u003cli\u003eDue dates follow the invoice's own terms, then the client's, then your default.\u003c\/li\u003e\n\u003cli\u003eProjects show unbilled hours and their value, so you can add them to the next invoice.\u003c\/li\u003e\n\u003cli\u003eThe effective hourly rate on each project shows which fixed-fee jobs really pay.\u003c\/li\u003e\n\u003cli\u003eClient Statement prints everything a client owes, with aging and your payment instructions.\u003c\/li\u003e\n\u003cli\u003eKeep the same file next year: change the fiscal year start, and unpaid invoices, part payments and unbilled hours carry over.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eFreelance designers, writers, developers, consultants and other solo service businesses that bill by the hour, by the project or on a monthly retainer. Income is counted when money arrives (cash basis), and the Taxes tab is set up for US quarterly estimated tax, with due dates you can change.\u003c\/p\u003e\n\u003ch3\u003eWhat you get\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eThe Excel workbook (.xlsx), blank and ready for your own data\u003c\/li\u003e\n\u003cli\u003eThe Google Sheets edition: open the PDF in your download and use its make-a-copy links to add it to your Google Drive\u003c\/li\u003e\n\u003cli\u003eAn Example workbook filled in with sample data for a freelance design studio, so you can see how everything works before you add your own\u003c\/li\u003e\n\u003cli\u003eA Quick Start guide (PDF)\u003c\/li\u003e\n\u003cli\u003eFree updates to the edition you buy\u003c\/li\u003e\n\u003cli\u003eInstant digital download after checkout\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eLicense\u003c\/h3\u003e\n\u003cp\u003eStandard covers your own use, personally or in your business, including your employees. Professional adds use with unlimited clients, for example filling in copies for clients and sharing the completed files with them; neither license allows reselling or sharing the template itself. \u003ca href=\"\/pages\/licenses\"\u003eCompare licenses\u003c\/a\u003e\u003c\/p\u003e\n\u003ch3\u003eRequirements\u003c\/h3\u003e\n\u003cp\u003eMicrosoft Excel 2010 or later on Windows, Excel 2011 or later on Mac, or Microsoft 365. For the Google Sheets edition, a free Google account. Best used on a computer. No macros.\u003c\/p\u003e","brand":"Tabloom","offers":[{"title":"Standard","offer_id":58756078567768,"sku":null,"price":39.0,"currency_code":"USD","in_stock":true},{"title":"Professional","offer_id":58756078600536,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1018\/6987\/9640\/files\/freelance-business-system-01.jpg?v=1791885673"},{"product_id":"rental-property-manager","title":"Rental Property Manager","description":"\u003cp\u003eStop typing rent month by month and know who owes what at a glance. Add your properties and tenants once, log what comes in and goes out, and the Rental Property Manager charges rent automatically, tracks deposits and late fees, and fills in Schedule E Part I for every property.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cp\u003e20 tabs that work together:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e rent collected, who owes, occupancy, NOI, cash flow and leases ending.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRent Roll:\u003c\/strong\u003e every unit with its rent, deposit, what's owed and how late, and the late fee due.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePayments:\u003c\/strong\u003e rent paid, late fees, other charges, credits, deposits and other income.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExpenses:\u003c\/strong\u003e costs in Schedule E categories, with shared costs split across properties.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTenants:\u003c\/strong\u003e one row per tenancy with rent, deposit, balance, status and lease dates.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRent Changes:\u003c\/strong\u003e new rents, from the month they start.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eUnits:\u003c\/strong\u003e each rentable space, with its tenant, rent and days vacant.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProperties:\u003c\/strong\u003e cost, value, loans, equity, NOI, cap rate and the gain when you sell.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMileage:\u003c\/strong\u003e trips at the IRS rate for their date, and your hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWork Orders:\u003c\/strong\u003e repairs from report to done, with what each cost.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eVendors:\u003c\/strong\u003e contractors you pay, and who needs a 1099.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eLoans:\u003c\/strong\u003e mortgages split into interest and principal.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAssets:\u003c\/strong\u003e improvements and appliances, depreciated from the IRS tables.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTenant Ledger:\u003c\/strong\u003e a printable statement for one tenant.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSchedule E:\u003c\/strong\u003e Part I for every property, for your tax preparer.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReports:\u003c\/strong\u003e monthly profit and loss and cash flow, five years side by side, and 1099s.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eData Checks:\u003c\/strong\u003e mistakes to fix, plus late rent, deposits to settle, leases ending soon and work orders open over 30 days.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here, Settings and Help:\u003c\/strong\u003e a setup checklist; your rent defaults, expense categories and IRS rates; and answers to common questions.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eBuilt to save you time\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eRent is charged on the 1st of every month from move-in to move-out, part months by the day, and rent increases apply from the month they start.\u003c\/li\u003e\n\u003cli\u003eRent turns late after your due day plus grace days, and the Rent Roll shows the late fee due under each lease, as a dollar amount or a percentage. You decide whether to charge it.\u003c\/li\u003e\n\u003cli\u003eWhat's owed is aged into 0 to 30, 31 to 60, 61 to 90 and over 90 days.\u003c\/li\u003e\n\u003cli\u003eDeposits stay out of income while you hold them, then count in the year you keep or apply them, as IRS Pub 527 describes.\u003c\/li\u003e\n\u003cli\u003eCosts that cover every rental, like tax preparation or an umbrella policy, split among your properties by units or equally.\u003c\/li\u003e\n\u003cli\u003eMortgage interest comes from each loan, payment by payment, and depreciation from the IRS tables, with bonus depreciation for 5, 7 and 15-year assets.\u003c\/li\u003e\n\u003cli\u003eVendors who need a 1099 are flagged ($600 through 2025, $2,000 from 2026), leaving out card and payment-app payments.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eLandlords in the US who manage their own rentals, from a single house to multi-unit buildings, and want Schedule E figures ready for their tax preparer. It holds up to 50 properties and 250 units.\u003c\/p\u003e\n\u003ch3\u003eWhat you get\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eThe Excel workbook (.xlsx), blank and ready for your own data\u003c\/li\u003e\n\u003cli\u003eThe Google Sheets edition: open the PDF in your download and use its make-a-copy links to add it to your Google Drive\u003c\/li\u003e\n\u003cli\u003eAn Example workbook filled in with sample data for four rental properties with eight units, so you can see how everything works before you add your own\u003c\/li\u003e\n\u003cli\u003eA Quick Start guide (PDF)\u003c\/li\u003e\n\u003cli\u003eFree updates to the edition you buy\u003c\/li\u003e\n\u003cli\u003eInstant digital download after checkout\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eLicense\u003c\/h3\u003e\n\u003cp\u003eStandard covers your own use, personally or in your business, including your employees. Professional adds use with unlimited clients, for example filling in copies for clients and sharing the completed files with them; neither license allows reselling or sharing the template itself. \u003ca href=\"\/pages\/licenses\"\u003eCompare licenses\u003c\/a\u003e\u003c\/p\u003e\n\u003ch3\u003eRequirements\u003c\/h3\u003e\n\u003cp\u003eMicrosoft Excel 2010 or later on Windows, Excel 2011 or later on Mac, or Microsoft 365. For the Google Sheets edition, a free Google account. Best used on a computer. 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Rows already in Transactions are left out.\u003c\/li\u003e\n\u003cli\u003eGive a bill some match text, like NETFLIX, and it marks itself paid when a matching transaction comes in.\u003c\/li\u003e\n\u003cli\u003eIrregular income mode funds categories in priority order, with an optional one-month buffer and a tax set-aside.\u003c\/li\u003e\n\u003cli\u003eCouples can tag who spent what and split shared spending 50\/50 or by income.\u003c\/li\u003e\n\u003cli\u003eDebt Payoff compares snowball, avalanche, your own order and minimums only, side by side.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eAnyone starting a budget, couples sharing costs, families juggling bills and paydays, and households with irregular or self-employment income. It starts with 55 categories: keep the ones you need, rename them or add your own.\u003c\/p\u003e\n\u003ch3\u003eWhat you get\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eThe Excel workbook (.xlsx), blank and ready for your own data\u003c\/li\u003e\n\u003cli\u003eThe Google Sheets edition: open the PDF in your download and use its make-a-copy links to add it to your Google Drive\u003c\/li\u003e\n\u003cli\u003eAn Example workbook filled in with sample data for a couple sharing a household budget, so you can see how everything works before you add your own\u003c\/li\u003e\n\u003cli\u003eA Quick Start guide (PDF)\u003c\/li\u003e\n\u003cli\u003eFree updates to the edition you buy\u003c\/li\u003e\n\u003cli\u003eInstant digital download after checkout\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eLicense\u003c\/h3\u003e\n\u003cp\u003eStandard covers your own use, personally or in your business, including your employees. Professional adds use with unlimited clients, for example filling in copies for clients and sharing the completed files with them; neither license allows reselling or sharing the template itself. \u003ca href=\"\/pages\/licenses\"\u003eCompare licenses\u003c\/a\u003e\u003c\/p\u003e\n\u003ch3\u003eRequirements\u003c\/h3\u003e\n\u003cp\u003eMicrosoft Excel 2010 or later on Windows, Excel 2011 or later on Mac, or Microsoft 365. For the Google Sheets edition, a free Google account. Best used on a computer. 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Professional adds use with unlimited clients, for example filling in copies for clients and sharing the completed files with them; neither license allows reselling or sharing the template itself. \u003ca href=\"\/pages\/licenses\"\u003eCompare licenses\u003c\/a\u003e\u003c\/p\u003e\n\u003ch3\u003eRequirements\u003c\/h3\u003e\n\u003cp\u003eMicrosoft Excel 2010 or later on Windows, Excel 2011 or later on Mac, or Microsoft 365. For the Google Sheets edition, a free Google account. Best used on a computer. 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No app, no sign-up.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cp\u003e13 tabs that work together:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e days to go, spending against your plan, gifts bought, who still needs one, your holiday fund and what's next.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePeople:\u003c\/strong\u003e everyone you're buying for, with their own budget or a share of a group's, and what's planned, spent and left.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eGifts:\u003c\/strong\u003e every gift from idea to given, with store, occasion, prices, tracking, return-by date and hiding spot.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eShopping:\u003c\/strong\u003e your list by store, plus what's on the way, to wrap, to mail and to return. Print it for the trip.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBudget:\u003c\/strong\u003e a plan for each category against what's spent, totals by occasion, and your holiday fund.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSpending:\u003c\/strong\u003e food, decorations, cards and everything else that isn't a gift.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCards \u0026amp; Thanks:\u003c\/strong\u003e up to 300 households with addresses, cards sent and received, postage and thank-you notes to write.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eChecklist:\u003c\/strong\u003e 23 starter tasks dated from each occasion, with what's overdue.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eGift Exchange:\u003c\/strong\u003e a fair, repeatable name draw for up to 40 people, with slips to print.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eData Checks:\u003c\/strong\u003e mistakes to fix, plus people over budget, returns due within a week and overdue tasks.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here, Settings and Help:\u003c\/strong\u003e a setup checklist; your holiday, occasions, groups, stores and stamp price; and answers to common questions.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eBuilt to save you time\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eIdeas count nowhere until you change their status, so list as many as you like. 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It's a planning tool for your own budget, not financial advice, and mailing dates are the carrier's recommendations.\u003c\/p\u003e\n\u003ch3\u003eWhat you get\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eThe Excel workbook (.xlsx), blank and ready for your own data\u003c\/li\u003e\n\u003cli\u003eThe Google Sheets edition: open the PDF in your download and use its make-a-copy links to add it to your Google Drive\u003c\/li\u003e\n\u003cli\u003eAn Example workbook filled in with sample data for a family planning Christmas, with Thanksgiving at home, Hanukkah, two swaps and a family gift exchange, so you can see how everything works before you add your own\u003c\/li\u003e\n\u003cli\u003eA Quick Start guide (PDF)\u003c\/li\u003e\n\u003cli\u003eFree updates to the edition you buy\u003c\/li\u003e\n\u003cli\u003eInstant digital download after checkout\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eLicense\u003c\/h3\u003e\n\u003cp\u003eThe Holiday Budget \u0026amp; Gift Planner comes with the Standard license only, for your own use, personally or in your business, including your employees; it doesn't allow reselling or sharing the template itself. \u003ca href=\"\/pages\/licenses\"\u003eCompare licenses\u003c\/a\u003e\u003c\/p\u003e\n\u003ch3\u003eRequirements\u003c\/h3\u003e\n\u003cp\u003eMicrosoft Excel 2010 or later on Windows, Excel 2011 or later on Mac, or Microsoft 365. 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List your debts with each card's real minimum rule, 0% promos and deferred-interest deadlines, and the Debt Payoff Planner compares every method side by side, lays out your plan month by month and tracks each payment against it.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cp\u003e15 tabs that work together:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e your debt-free date, debt now, paid off so far, interest saved, this month and the next payoff.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDebts:\u003c\/strong\u003e up to 20 debts with balance, APR, minimum rule, promos, deferred interest and rate changes.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePlan:\u003c\/strong\u003e your method and monthly extra, every method compared side by side, a what-if and your payoff order.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSchedule:\u003c\/strong\u003e month by month to debt-free: payment, interest, where the extra goes and each debt's column.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eThis Month:\u003c\/strong\u003e a printable checklist of what to pay each debt, by due date.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDebt Detail:\u003c\/strong\u003e one debt in depth, with a statement-style minimum payment warning and its own chart.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExtra Payments:\u003c\/strong\u003e bonuses, refunds, raises and short months, once, monthly or yearly.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePayment Log:\u003c\/strong\u003e what you pay, with statement balances if you have them.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgress:\u003c\/strong\u003e plan vs actual in dollars and months, milestones and each debt's progress.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eColoring Chart:\u003c\/strong\u003e 100 squares, each 1% of what you owed, that fill in as you pay it down.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCalculators:\u003c\/strong\u003e whether a balance transfer or consolidation loan is worth it, and how long one debt takes.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eData Checks:\u003c\/strong\u003e mistakes to fix, plus months over budget, minimums below the interest and falling behind plan.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here, Settings and Help:\u003c\/strong\u003e a setup checklist; your balances date, interest method and names for printouts; and answers to common questions.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eBuilt to save you time\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eEach card's minimum follows its own rule: a fixed payment, a % of the balance, or interest plus a % with a floor.\u003c\/li\u003e\n\u003cli\u003eYour monthly total stays at today's minimums plus your extra, so every payoff, and every dollar a minimum falls, rolls on to the next debt.\u003c\/li\u003e\n\u003cli\u003e0% promos end on their date, and deferred-interest deals get a deadline payment so every method clears them in time.\u003c\/li\u003e\n\u003cli\u003eAvalanche is re-checked every month, so a card moves up the month its 0% promo ends.\u003c\/li\u003e\n\u003cli\u003eExtra payments can be one-off, monthly or yearly, aimed at one debt, or negative for a short month.\u003c\/li\u003e\n\u003cli\u003eDebt Detail shows what the minimum alone costs and how long it takes, as statements do, plus the payment that clears it in 3 years.\u003c\/li\u003e\n\u003cli\u003eCalculators test a balance transfer or a consolidation loan against your plan before you sign.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eAnyone paying off credit cards, store cards, medical bills, car or student loans, alone or as a couple. 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It's an educational estimate, not investment, tax or legal advice.\u003c\/p\u003e\n\u003ch3\u003eWhat you get\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eThe Excel workbook (.xlsx), blank and ready for your own data\u003c\/li\u003e\n\u003cli\u003eThe Google Sheets edition: open the PDF in your download and use its make-a-copy links to add it to your Google Drive\u003c\/li\u003e\n\u003cli\u003eAn Example workbook filled in with sample data for seven deals: a house, a duplex, a fourplex, a BRRRR, a cabin, a condo and a flip, so you can see how everything works before you add your own\u003c\/li\u003e\n\u003cli\u003eA Quick Start guide (PDF)\u003c\/li\u003e\n\u003cli\u003eFree updates to the edition you buy\u003c\/li\u003e\n\u003cli\u003eInstant digital download after checkout\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eLicense\u003c\/h3\u003e\n\u003cp\u003eStandard covers your own use, personally or in your business, including your employees. Professional adds use with unlimited clients, for example an agent, wholesaler or coach analyzing deals for clients, with a Deal Report that prints without the Tabloom footer; neither license allows reselling or sharing the template itself. \u003ca href=\"\/pages\/licenses\"\u003eCompare licenses\u003c\/a\u003e\u003c\/p\u003e\n\u003ch3\u003eRequirements\u003c\/h3\u003e\n\u003cp\u003eMicrosoft Excel 2010 or later on Windows, Excel 2011 or later on Mac, or Microsoft 365. For the Google Sheets edition, a free Google account. Best used on a computer. 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One file, no subscription.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cp\u003e16 tabs that work together:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e profit so far, tax for the year, money set aside, the next payment, business miles and payment risk.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eIncome:\u003c\/strong\u003e money in, gross before fees, with the 1099 to expect from each payer.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExpenses:\u003c\/strong\u003e costs by category, each on its Schedule C line, with the deductible share worked out.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMileage:\u003c\/strong\u003e business, medical and charity trips at the IRS rate for each trip's date.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTax Payments:\u003c\/strong\u003e federal and state estimated payments, with each one's tax year and installment worked out.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTax Estimate:\u003c\/strong\u003e the year's federal and state tax line by line, including self-employment tax and the QBI deduction.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eQuarterly:\u003c\/strong\u003e what to pay by each due date under your plan, the three plans compared, state estimates and a simplified Schedule AI worksheet.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSchedule C:\u003c\/strong\u003e profit or loss line by line, ready to print for your tax preparer.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCar \u0026amp; Home:\u003c\/strong\u003e standard mileage vs actual costs for up to 3 vehicles, and your home office by the simplified and regular methods.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e1099s:\u003c\/strong\u003e the forms you receive, each matched to the income you logged.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eYear-End:\u003c\/strong\u003e a checklist for closing the year, the 1099s to expect and the 1099-NECs to send.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTax Tables:\u003c\/strong\u003e the IRS figures with their sources, one column per year, with 2027 ready to update.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eData Checks:\u003c\/strong\u003e mistakes to fix, plus things to review, like missing receipts or falling behind on estimates.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here, Settings and Help:\u003c\/strong\u003e a setup checklist; your filing status, state rate, plan, categories and saved trips; and how it works and what it simplifies.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eBuilt to save you time\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eEach trip uses the IRS rate for its date: for business, 72.5 cents a mile to June 30, 2026 and 76 cents from July 1.\u003c\/li\u003e\n\u003cli\u003eIncome is logged gross before fees, so it ties to your 1099s: platform fees go to line 10 and refunds to line 2.\u003c\/li\u003e\n\u003cli\u003eEach expense category knows its Schedule C line and deductible share, like 50% for meals.\u003c\/li\u003e\n\u003cli\u003ePayment risk compares what you've paid with the minimum required to date, with the approximate penalty if you're behind.\u003c\/li\u003e\n\u003cli\u003eIncome flags the 1099 to expect from each payer and Year-End lists the 1099-NECs to send, using the 2026 $2,000 1099-NEC threshold and the 1099-K rules.\u003c\/li\u003e\n\u003cli\u003eCar \u0026amp; Home compares standard mileage with actual costs, with the first-year and lease rules, and the home office both ways, with the Form 8829 limits and carryover.\u003c\/li\u003e\n\u003cli\u003eExpenses from the Freelance Business System paste straight in, with its default categories already on their Schedule C lines.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eUS freelancers, gig workers and sole proprietors who report one business on Schedule C and pay quarterly estimated tax. 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It's a planning tool, not tax or legal advice: charity receipt flags follow the IRS rules as we understand them in 2026, and payment fees and sales tax on service charges vary, so check yours.\u003c\/p\u003e\n\u003ch3\u003eWhat you get\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eThe Excel workbook (.xlsx), blank and ready for your own data\u003c\/li\u003e\n\u003cli\u003eThe Google Sheets edition: open the PDF in your download and use its make-a-copy links to add it to your Google Drive\u003c\/li\u003e\n\u003cli\u003eAn Example workbook filled in with sample data for an event planner with five events, from a charity gala to a ticketed workshop, so you can see how everything works before you add your own\u003c\/li\u003e\n\u003cli\u003eA Quick Start guide (PDF)\u003c\/li\u003e\n\u003cli\u003eFree updates to the edition you buy\u003c\/li\u003e\n\u003cli\u003eInstant digital download after checkout\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eLicense\u003c\/h3\u003e\n\u003cp\u003eStandard covers your own use, personally or in your business, including your employees. Professional adds use with unlimited clients, for example an event planner running client events, with an Event Report and Event Day that print without the Tabloom line; neither license allows reselling or sharing the template itself. \u003ca href=\"\/pages\/licenses\"\u003eCompare licenses\u003c\/a\u003e\u003c\/p\u003e\n\u003ch3\u003eRequirements\u003c\/h3\u003e\n\u003cp\u003eMicrosoft Excel 2010 or later on Windows, Excel 2011 or later on Mac, or Microsoft 365. For the Google Sheets edition, a free Google account. Best used on a computer. No macros.\u003c\/p\u003e","brand":"Tabloom","offers":[{"title":"Standard","offer_id":58849004880216,"sku":null,"price":24.0,"currency_code":"USD","in_stock":true},{"title":"Professional","offer_id":58849009500504,"sku":null,"price":59.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1018\/6987\/9640\/files\/event-planner-budget-01.jpg?v=1792402444"},{"product_id":"service-business-job-tracker","title":"Service Business Job Tracker","description":"\u003cp\u003eRun the business side of a cleaning, lawn care or trade crew from one workbook. Price each property from its size, turn quotes into one-off jobs or recurring plans that work out their own visit dates, print a day sheet for each crew, bill by job or by month, and see the true profit of every job after crew pay, materials, travel and overhead. One file, no subscription.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cp\u003e20 tabs that work together:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e revenue, profit, money owed, crew utilization and recurring revenue, with today's work.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSchedule:\u003c\/strong\u003e the week by crew and day, the job list and the plan visits to add.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDay Sheet:\u003c\/strong\u003e one crew's day in route order with map links, ready to print.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eJobs:\u003c\/strong\u003e every visit, one row per service, with price, hours, costs and profit filled in.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePlans:\u003c\/strong\u003e recurring work that works out its own visit dates, with seasons and monthly fees.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eQuotes:\u003c\/strong\u003e estimates with lines, add-ons, deposits and a suggested price at your target margin.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eInvoices:\u003c\/strong\u003e bills per job or per period, with balances, status and days overdue.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePayments:\u003c\/strong\u003e money in: payments, deposits and refunds.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eQuote \u0026amp; Invoice:\u003c\/strong\u003e a printable quote, invoice or customer statement under your own name.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCustomer History:\u003c\/strong\u003e one customer's properties, plans, jobs and open invoices.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eJob Profit:\u003c\/strong\u003e profit by job type, crew, service and customer, with the least profitable jobs.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCrew Pay:\u003c\/strong\u003e hours, overtime and gross pay for a pay period, plus 1099 totals.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTimesheets:\u003c\/strong\u003e each worker's hours by day, one row per week.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCustomers:\u003c\/strong\u003e who pays you, with balances and history.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProperties:\u003c\/strong\u003e service addresses with their sizes and drive miles.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eServices:\u003c\/strong\u003e what you sell and how each is priced.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eData Checks:\u003c\/strong\u003e mistakes to fix, plus things worth a look, like accepted quotes with nothing booked.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here, Settings and Help:\u003c\/strong\u003e a setup checklist; your business, team, crews, costs, pay rules and lists; and answers to common questions.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eBuilt to save you time\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003ePrice rules follow each property's size: a base fee plus a rate per visit, hour, square foot, lawn size or room, never below your minimum.\u003c\/li\u003e\n\u003cli\u003ePlans work out real visit dates (weekly, every few weeks or days, monthly, quarterly or yearly), with seasons and monthly fees shared by that month's visits.\u003c\/li\u003e\n\u003cli\u003eSchedule lists the week's plan visits that aren't on Jobs yet: paste them in and everything else fills in from the plan.\u003c\/li\u003e\n\u003cli\u003eJob cost covers crew pay (hourly or a % of the job) with payroll burden, owner time, materials, equipment, travel, subcontractors and overhead.\u003c\/li\u003e\n\u003cli\u003eBill per job or one invoice per customer for a period, with deposits applied, aging and printable statements.\u003c\/li\u003e\n\u003cli\u003eQuote lines suggest a price at your target margin, and jobs below it show Low margin.\u003c\/li\u003e\n\u003cli\u003eDay sheets can hide prices for crew copies.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eCleaning, lawn care and trade crews of 1 to 10, from an owner-operator to a few crews, with one-off and recurring work. 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No macros.\u003c\/p\u003e","brand":"Tabloom","offers":[{"title":"Standard","offer_id":58849005142360,"sku":null,"price":39.0,"currency_code":"USD","in_stock":true},{"title":"Professional","offer_id":58849009598808,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1018\/6987\/9640\/files\/service-business-job-tracker-01.jpg?v=1792402444"},{"product_id":"meal-planner-grocery-list","title":"Meal Planner \u0026 Grocery List","description":"\u003cp\u003ePlan your family's meals a week at a time, or set up a 4-week rotation once, and shop from one grocery list. Add your recipes, and the Meal Planner \u0026amp; Grocery List converts every ingredient to the units you buy, adds it up across recipes, buys leftovers only once, takes off what's in your pantry and freezer, rounds up to whole packs and lists it all in your store's aisle order. One file, no subscription.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cp\u003e16 tabs that work together:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e this week's dishes, spending against your budget, cost per serving, the next trip, what to use first and today's and tomorrow's meals.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWeek:\u003c\/strong\u003e one week's meals, a cook list and heads-ups for allergies and dislikes, on one printable page.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePlan:\u003c\/strong\u003e 53 weeks of meals, six slots a day, with L for leftovers and what you spent.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRotation:\u003c\/strong\u003e weeks A to D of meals that fill the Plan's empty slots.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eGrocery List:\u003c\/strong\u003e the combined list in aisle order, in whole packs with an estimated cost, on one printable page.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePantry:\u003c\/strong\u003e what's in the pantry, fridge and freezer, with use-by dates and frozen cooked meals.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRecipes:\u003c\/strong\u003e your recipes with servings, times and tags, and their cost per serving, allergens, family flags and when you last made them.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRecipe Lines:\u003c\/strong\u003e each recipe's ingredients, in any units.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eIngredients:\u003c\/strong\u003e 154 common items to start, with shop units, packs, aisles, weights and allergens, and your prices.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRecipe Card:\u003c\/strong\u003e any recipe scaled to the servings you need, with its cost and allergens, to print.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRecipe Finder:\u003c\/strong\u003e what to make with up to three ingredients you pick or with what's expiring, plus favorites you haven't made lately.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFamily:\u003c\/strong\u003e each person's age group for the USDA budget, allergies and up to three foods they won't eat.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eData Checks:\u003c\/strong\u003e mistakes to fix, plus things to look at, like expired pantry items and planned dishes that conflict with allergies or dislikes.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here, Settings and Help:\u003c\/strong\u003e a setup checklist; your plan dates, meals, budget, aisles and lists; and answers to common questions.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eBuilt to save you time\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCups and spoons convert to weight through each ingredient's grams per cup, and counts through its grams per item, so every recipe adds up in the unit you buy.\u003c\/li\u003e\n\u003cli\u003eType L in a slot for leftovers and they're bought with the meal that cooks them, never twice.\u003c\/li\u003e\n\u003cli\u003ePantry and freezer stock comes off the list, expired items don't count, and staples like salt and spices show as Check you have.\u003c\/li\u003e\n\u003cli\u003eFill weeks A to D once and the rotation fills every slot you leave empty; anything you type on the Plan wins.\u003c\/li\u003e\n\u003cli\u003eLeave the budget blank and it uses the USDA food plan cost for your family's ages, at the level you pick.\u003c\/li\u003e\n\u003cli\u003eMark each person's allergies (the 9 major US allergens) and foods they won't eat, and recipes and planned meals with them are flagged.\u003c\/li\u003e\n\u003cli\u003ePantry items near their use-by dates are flagged, and the Recipe Finder suggests recipes that use them.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eFamilies and households who plan meals ahead, from a weekly dinner plan to a full 4-week rotation, and want one combined grocery list. 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One file, no subscription.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cp\u003e18 tabs that work together:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e sales, profit, fees, ads, stock and what platforms owe you, for any period and channel.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eOrders:\u003c\/strong\u003e up to 4,000 lines, one per item sold, each with its share of fees, shipping and cost, and its profit.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRefunds:\u003c\/strong\u003e refunds and returns, with the fees given back and returned units back in stock.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExpenses:\u003c\/strong\u003e ads, plans, storage and supplies, by channel or business-wide.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePayouts:\u003c\/strong\u003e the money each platform sent to your bank.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eItems:\u003c\/strong\u003e up to 2,000 SKUs and one-of-a-kind finds, with cost, stock, days unsold and profit.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCost Changes:\u003c\/strong\u003e dated costs, so later orders use the new cost and past profit doesn't move.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSourcing:\u003c\/strong\u003e trips at the IRS mileage rate for each date, and how each one paid back.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfit \u0026amp; Loss:\u003c\/strong\u003e a monthly P\u0026amp;L to net profit, with sales tax, ad and 1099-K figures in a memo.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProducts:\u003c\/strong\u003e each item's profit, margin and ROI, best first, with stock left and its age.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReconcile:\u003c\/strong\u003e each platform's balance against your entries, with the month's summary entry for your books.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePricing:\u003c\/strong\u003e the lowest price on each channel that meets your target profit and margin.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eChannels:\u003c\/strong\u003e where you sell, whose fees each one uses, how it pays you and its balance.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFee Schedule:\u003c\/strong\u003e each channel's fees from a date: tiers, small-order fees, minimums, ad fees and refund rules.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eData Checks:\u003c\/strong\u003e mistakes to fix, plus statement fees off the schedule and balances that don't match.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here, Settings and Help:\u003c\/strong\u003e a setup checklist; your business, rules, mileage rates and lists; and answers to common questions.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eBuilt to save you time\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eEach fee row sets the fee base (with or without shipping and sales tax), tiers, small-order and per-order fees, minimums, processing, ad fees with caps and refund rules.\u003c\/li\u003e\n\u003cli\u003eWhen a fee or plan changes, add a dated row: newer orders use it and older orders keep their fees.\u003c\/li\u003e\n\u003cli\u003eFees you type from your statement always win, and the fee check compares them with the schedule within a tolerance you set.\u003c\/li\u003e\n\u003cli\u003eRefunds estimate the fees each platform gives back, or use your statement's, and returned units go back in stock at the cost on the order date.\u003c\/li\u003e\n\u003cli\u003eReconcile checks what each platform says it holds against your entries, with a monthly summary entry for your books.\u003c\/li\u003e\n\u003cli\u003ePricing works back through each channel's fee rules to the lowest price that meets your target, with the most you can spend on ads per order.\u003c\/li\u003e\n\u003cli\u003eAds show ROAS, TACoS and break-even ROAS, and the P\u0026amp;L memo shows each channel's 1099-K gross and whether to expect a form.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eOnline sellers on several channels, from makers to resellers sourcing one-of-a-kind finds, on marketplaces such as Etsy, eBay, Amazon, TikTok Shop, Poshmark, Mercari, Depop and Whatnot, their own website or at markets. 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Professional adds use with unlimited clients, for example a bookkeeper, coach or assistant keeping a copy for each client; neither license allows reselling or sharing the template itself. \u003ca href=\"\/pages\/licenses\"\u003eCompare licenses\u003c\/a\u003e\u003c\/p\u003e\n\u003ch3\u003eRequirements\u003c\/h3\u003e\n\u003cp\u003eMicrosoft Excel 2010 or later on Windows, Excel 2011 or later on Mac, or Microsoft 365. For the Google Sheets edition, a free Google account. Best used on a computer. 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One file, no subscription: your own bridging software sends the updates.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cp\u003e17 tabs that work together:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e profit so far for both businesses, tax for the year, what to put aside, your next deadline and when Making Tax Digital starts for you.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTransactions:\u003c\/strong\u003e your digital record: up to 3,000 payments in and out for both businesses, typed or pasted from a bank export.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMileage:\u003c\/strong\u003e business trips at 55p a mile for the first 10,000 business miles of each business, then 25p, and 24p for motorcycles.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHome \u0026amp; Vehicles:\u003c\/strong\u003e your vehicles and how each is claimed, working from home at the flat rate, and living at your business premises.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAssets:\u003c\/strong\u003e capital purchases, entered once: an expense on cash basis accounting, or capital allowances for cars and on traditional accounting.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTrade Updates:\u003c\/strong\u003e your self-employment's cumulative quarterly updates in fixed rows, with HMRC's field names, tax return box numbers, deadlines and statuses.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProperty Updates:\u003c\/strong\u003e the same for your UK property business, at your share, with each property's profit so far.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eYear End:\u003c\/strong\u003e accounting and tax adjustments, capital allowances, the trading and property allowances, Rent-a-Room relief, finance costs, losses and a tax return checklist.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTax Estimate:\u003c\/strong\u003e Income Tax, National Insurance and student loan step by step, with payments on account and what to put aside.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRules:\u003c\/strong\u003e keywords that suggest a category for each bank line. The first match wins.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTrade CSV and Property CSV:\u003c\/strong\u003e the update you choose as field, description and value, for software that imports a CSV.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTax Tables:\u003c\/strong\u003e the UK rates and thresholds with their sources, one column per tax year.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eData Checks:\u003c\/strong\u003e mistakes to fix, plus things worth a look, like an update due within 30 days or rows the rules categorised.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here, Settings and Help:\u003c\/strong\u003e a setup checklist; your tax year, update periods, methods, properties and categories; and answers to common questions.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eBuilt to save you time\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003ePaste your bank export into three columns (date, description, amount) and keyword rules suggest each category. 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Professional adds use with unlimited clients, for example an accountant or bookkeeper keeping a copy for each client; neither licence allows reselling or sharing the template itself. \u003ca href=\"\/pages\/licenses\"\u003eCompare licences\u003c\/a\u003e\u003c\/p\u003e\n\u003ch3\u003eRequirements\u003c\/h3\u003e\n\u003cp\u003eMicrosoft Excel 2010 or later on Windows, Excel 2011 or later on Mac, or Microsoft 365. For the Google Sheets edition, a free Google account. Best used on a computer. No macros. To send your quarterly updates and tax return, bridging software that works with Making Tax Digital for Income Tax (not included); if it maps cells with an Excel add-in, that needs Excel 2016 or later, Microsoft 365 or Excel on the web.\u003c\/p\u003e","brand":"Tabloom","offers":[{"title":"Standard","offer_id":58910540136792,"sku":null,"price":39.0,"currency_code":"USD","in_stock":true},{"title":"Professional","offer_id":58910600560984,"sku":null,"price":97.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1018\/6987\/9640\/files\/making-tax-digital-workbook-01.jpg?v=1792758858"}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1018\/6987\/9640\/collections\/hf_20261013_021022_a816b4cc-8262-48dc-a391-aab1b630d894.png?v=1791882550","url":"https:\/\/shoptabloom.com\/collections\/templates.oembed","provider":"Tabloom","version":"1.0","type":"link"}