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The worksheet provides a structured table to record totals, compute profit as income minus expenses, and add notes such as busy months or extra jobs. 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Financial Tracking Table  \n\n| Month |  | Income (Total) | Expenses |  | Profit | Notes (e.g.,\u003Cbr>busy month,\u003Cbr>extra jobs) |\n| --- | --- | --- | --- | --- | --- | --- |\n\n\n| January |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n\n\n| February |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n\n\n| March |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n\n\n| April |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n\n\n| May |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n\n\n| June |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n\n\n| July |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n\n\n| August |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n\n\n| September |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n\n\n| October |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n\n\n| November |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n\n\n| December |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n\n\n| TOTAL |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n\n• Income: Add up money received from each job  \n• Expenses: Include costs like petrol, materials, tools, internet, etc.  \n• Profit: Income minus Expenses  \nAction: to fill in the last 12 months if possible, or just the last 3 months to start.  \n2. What is your estimated profit for the last 12 months?  \nUse this space to write a rough estimate iffull data isn’t available:  \nEstimated Monthly Income: $   \nEstimated Monthly Expenses: $   \nEstimated Monthly Profit: $   \nEstimated Total Profit for the Year: $   \n3. Your Financial Goal  \nWhat would you like to achieve financially through your business? Choose one or write your own.  \nExamples:  \n• I want to pay myself a regular income of $  per month.  \n• I want to double my profit by this time next year.  \n• I want to save $  to buy new equipment or rent a workspace.  \n• I want to earn enough to reduce my hours at another job.  \nMy goal:  \n_____________________________________________________  \n4. Support Needed  \nWhat kind of support or coaching do you need?  \n(e.g., using Excel, understanding profit margins, pricing jobs, budgeting)","cbCaigJi89jjNcXm","https://ap.wps.com/l/cbCaigJi89jjNcXm","pdf",186085,"English","# Financial Tracking Table\n## Monthly entries\n## Income, expenses, and profit definitions\n# Profit estimation for the last 12 months\n# Financial goal\n## Examples of goals\n# Support needed","[{\"question\":\"How do I calculate profit in the template?\",\"answer\":\"Profit is defined as Income minus Expenses. Fill the monthly values, then use the profit field to reflect the difference.\"},{\"question\":\"What should I do if I don’t have complete data for the last 12 months?\",\"answer\":\"Use the profit estimation section to write rough estimates for estimated monthly income, estimated monthly expenses, estimated monthly profit, and estimated total profit for the year.\"},{\"question\":\"What information is needed for the financial goal and support needed sections?\",\"answer\":\"State a specific business-focused outcome, such as a regular income amount or a profit growth target. Then list the type of support or coaching you need, such as Excel use, understanding profit margins, job pricing, or budgeting.\"}]","Financial Tracking & Goals Template - 12-Month Profit Planning | PDF"]