Simple Accounting Demo – Standard Company Name: Your Company Name

Demo notes:
- Our program does not require Account set up (simply enter your Company Name above)
- Quick Tips are provided to help guide you through the usage of the Income and Expense sheets Purchase »
- Only the Record Income and Record Expense sheets require inputs – all other sheets are optional
- Several sheets and cells are locked in this Demo version

Getting Started:
1. Record Income transactions on the Record Income sheet (click green button below or blue navigation button above)
2. Record Expense transactions on the Record Expense sheet (click green button below or blue navigation button above)
3. After recording your transactions, you can then view your P&L and Reports

Get Started! Record Income » Record Expense »

2019 Revenue: $290K

2019 Expense: $125K Copyright © 2004-2022

Simpleplanning.com

2019 Profit: $166K

Income
Customize Find/Filter Customize
(Product, Sales Channel, etc.) (notes, invoice #, etc.)

Date Customer Category Description Amount

1/5/2019 Example.com Online Sales Product ABC $700.00
1/8/2019 ABC Company B2B Sales Custom product $7,200.00
1/11/2019 Consulting Group B2B Sales Custom product $4,800.00
Enter Income Transactions Below
1/14/2019 Main Street Shop Shop Sales Custom product $4,800.00
(transactions above are locked for demo users)
1/17/2019 Website Sales Online Sales Product Family A $5,400.00
1/20/2019 Website Sales Online Sales Product Family B $7,200.00
1/23/2019 Monthly Affiliate Sales Affiliate Sales Mixed products $4,800.00
1/26/2019 Monthly Tradeshow Shop Sales Mixed products $900.00
1/29/2019 Referral Sales Online Sales Mixed products $6,600.00
2/1/2019 John Doe Shop Sales Product ABC $800.00
2/4/2019 Example.com Online Sales Product ABC $700.00
2/7/2019 ABC Company B2B Sales Custom product $7,800.00
2/10/2019 Consulting Group B2B Sales Custom product $5,400.00
2/13/2019 Main Street Shop Shop Sales Custom product $5,400.00
2/16/2019 Website Sales Online Sales Product Family A $6,000.00
2/19/2019 Website Sales Online Sales Product Family B $7,800.00
2/22/2019 Monthly Affiliate Sales Affiliate Sales Mixed products $5,400.00
2/25/2019 Monthly Tradeshow Shop Sales Mixed products $6,600.00
Expense
Customize Find/Filter Customize
(Product, Sales Channel, etc.) (notes, PO #, etc.)

Date Vendor Category Description Amount

1/5/2019 Paypal Website Payment transaction fees $1,800.00
1/7/2019 FedEx Shipping $2,400.00
1/9/2019 USPS Shipping $1,200.00
Enter Expense Transactions Below
1/11/2019 Supplier #1 Materials Raw materials A $3,000.00
(transactions above are locked for demo users)
1/13/2019 Supplier #2 Materials Raw materials B $2,400.00
1/15/2019 Credit Card Vendors Website Payment transaction fees $2,400.00
1/17/2019 Store Rental Store Overhead Jan Rent $6,000.00
1/19/2019 Utilities Store Overhead Electricity, heat, phone, internet $1,200.00
1/21/2019 OfficeMax, etc. Store Overhead Printer, phone, shredder $600.00
1/23/2019 Website provider Website Website Hosting, support $300.00
2/4/2019 Paypal Website Payment transaction fees $2,100.00
2/6/2019 FedEx Shipping $2,700.00
2/8/2019 USPS Shipping $1,500.00
2/10/2019 Supplier #1 Materials Raw materials A $3,300.00
2/12/2019 Supplier #2 Materials Raw materials B $2,700.00
2/14/2019 Credit Card Vendors Website Payment transaction fees $2,700.00
(insert company logo here) INVOICE
Your Company Name
www.webaddress.com
Street Address Invoice Number: 100
City, ST ZIP Code Date: 2/7/2022
Phone 805.555.1000 Fax 805.555.1001

Bill To: Ship To:

Customer C Customer C
ABC Company ABC Company
1 Street Address 1 Street Address
Boston Boston
MA 02113 MA 02113
customer@email.com customer@email.com

Item # Description QTY Unit Price Line Total

1 Product ABC 25 $ 15.00 $ 375.00

2 Product DEF 25 $ 20.00 $ 500.00
3 Product GHI 25 $ 10.00 $ 250.00
$ -
$ -
$ -
$ -
$ -
$ -
$ -
$ -
$ -
$ -
$ -
$ -
$ -
$ -
$ -

Subtotal $ 1,125.00
Tax rate 5%
Tax $ 56.25
Other $ -
Total $ 1,181.25
Make all checks payable to Your Company Name
If you have any questions concerning this invoice:
contact Name, Phone Number, E-mail

Thank you for your business!

Revenue & Profit by Month Your Company Name
Period: First Fiscal Month:
Revenue Profit Next:
60,000 P&L Statement

50,000

40,000

30,000

20,000

10,000

0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Top Revenue Sources Your Company Name

Customize view on the
Period: View by: Income sheet
0 10,000 20,000 30,000 40,000 50,000 60,000 70,000 80,000

Website Sales

ABC Company

Referral Sales

Monthly Tradeshow

Consulting Group

Main Street Shop

Monthly Affiliate
Sales
Example.com

John Doe
Top Expenses Your Company Name
Customize view on the
Period: View by: Expense sheet

Store Rental $30,000

Supplier #1 $18,000

FedEx $15,000

Supplier #2 $15,000

Credit Card Vendors $15,000

Paypal $12,000

USPS $9,000

Utilities $6,000

OfficeMax, etc. $3,000

Website provider $1,500

Expense by Month Your Company Name

Period: First Fiscal Month:

Expense
23,500

23,000

22,500

22,000

21,500

21,000

20,500

20,000
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
 2019 Profit: $166K
Note: The Profit & Loss Statement below is calculated for you.
Profit & Loss 2019 There is no need to enter figures manually on this sheet. Your Company Name
Customize selctions on the
Income/Expense sheet
Period: First Fiscal Month: +Add quartly view
2019 2019 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec FY YTD
Revenue
Website Sales 12,600 13,800 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 26,400
ABC Company 7,200 7,800 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 15,000
Referral Sales 6,600 7,200 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 13,800
Monthly Tradeshow 900 6,600 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 7,500
Consulting Group 4,800 5,400 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 10,200
Main Street Shop 4,800 5,400 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 10,200
Monthly Affiliate Sales 4,800 5,400 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 10,200
Example.com 700 700 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 1,400
John Doe - 800 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 800
- - Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 -
- - Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 -
Total Revenue 42,400 53,100 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 95,500
+View more populated rows (click here then 'Unhide Rows')
-Hide empty rows (click here then 'Hide Rows')

Cost/Expense
Store Rental 6,000 6,000 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 12,000
Supplier #1 3,000 3,300 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 6,300
FedEx 2,400 2,700 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 5,100
Supplier #2 2,400 2,700 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 5,100
Credit Card Vendors 2,400 2,700 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 5,100
Paypal 1,800 2,100 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 3,900
USPS 1,200 1,500 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 2,700
Utilities 1,200 1,200 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 2,400
OfficeMax, etc. 600 600 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 1,200
Website provider 300 300 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 600
- - Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 -
Total Expenses 21,300 23,100 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 44,400
+View more populated rows (click here then 'Unhide Rows')
-Hide empty rows (click here then 'Hide Rows')

Profit 21,100 30,000 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 Err:502 51,100
 Record Record Create Updates/
Home Reports Profit & Loss Customers
Customers Buy Now Help
Income Expense Invoice Add-ons

Customer List Your Company Name

Customer Name Company Name Street Address City State/Prov./Region: ZIP/Postal Code: Phone Email
Customer C ABC Company 1 Street Address Boston MA 02113
Customer A ACME Corp. 1 Street Address Boston MA 02113
Customer B Company Inc. 1 Street Address Boston MA 02113
Customer D Company DEF 1 Street Address Boston MA 02113
Customer BB Company Limited 1 Street Address Boston MA 02113

Customer List information is available for

auto-population on the Invoice sheet