Essentials/Advanced Accounts

Begin your cloud spreadsheet journey with this essential setup and navigation guide

Adjust layout, headers, and default values to personalize how your cloud spreadsheet works

Choose your UK country/region to ensure proper handling of tax thresholds and allowances.

Your main dashboard gives a live snapshot of your business’s income, expenses, and estimated tax

Enter monthly figures for sales and expenses—essential for keeping your accounts up to date

Organise your expenses using preset and custom categories for improved reporting and clarity.

Manage miscellaneous and one-off expenses using the sundries category, keeping your accounts balanced and compliant

Comply with HMRC’s digital tax reporting by submitting records from your spreadsheet securely and easily

Create printable versions of your spreadsheet and reports for physical filing or offline backup

Record Slimming World‑related payments or relief earnings with ease in your spreadsheet