The Income and Expenses template helps you record, organize, and analyze your company’s financial activities. It enables you to input customer and supplier information, manage purchase orders and invoices, track direct and indirect income and expenses through forms, and analyze results with automated reports.
How the Workflow is Structured
The workflow has:
Customers tab – Enter and manage customer details.
Suppliers tab – Enter and manage supplier details.
Purchase order input tab – Record purchase order details directly in the sheet.
Invoice input tab – Record invoices directly in the sheet.
Parameters tab – Define income and expense categories, subcategories, account type, and opening balances. Categories and subcategories flow into the forms, while opening balances are used in reports.
Forms (Direct/Indirect income & expenses) – Capture transaction data that automatically flows into the Income and Expenses sheet.
Dashboard & Reports – Summarized view of overall income, expenses, and balances.
Step 1: Install the Template
Install the template from this link: Income and Expenses
Once installed, the workflow will open in your Sheetgo workspace at app.sheetgo.com.
You’ll see helpful notes in the right-side panel of your workflow.
👉 Before starting, delete the sample data in the spreadsheets (but keep the headers and formulas).
Step 2: Share with Colleagues
Share forms (Direct/Indirect income and expense) with colleagues who submit data.
Keep Parameters, Customers, Suppliers, and input tabs restricted to finance/admin users.
Share reports and dashboard with managers and stakeholders.
Refer to the following articles to share workflows, forms and files:
Add Customers
Go to the Customers tab.
Enter client ID, name, address, and other details.
Step 3: Add Suppliers
Go to the Suppliers tab.
Enter supplier ID, name, and other information.
Step 4: Record Purchase Orders
Enter purchase order details such as order ID, supplier, amount, and due dates in the Purchase order input tab.
Step 5: Record Invoices
Add invoice details (ID, customer, amount, payment date, etc.) in the Invoice input tab.
Step 6: Define Parameters
Go to the Parameters tab.
Set up categories, subcategories, account type, and opening balances.
Categories and subcategories will appear in forms.
Opening balances feed into reports.
Step 7: Record Direct and Indirect Income & Expenses
Use the provided forms to record:
Direct income
Indirect Income
Direct expense
Indirect Expense
These forms capture references, amounts, transaction dates, accrual periods, categories, accounts, and notes.
Step 8: View Reports and Dashboard
The Dashboard consolidates data to show:
Total income and expenses
Balance based on opening balances and new entries
Breakdown by category and subcategory