SMALL BUSINESS BOOKKEEPING PLANNER - CSV EXPORT PACK
SimpleLifeCalc.com - free resource - version 1.0

WHAT IS IN HERE
One CSV per workbook tab, numbered in the order the tabs should appear.
Calculated cells are exported as live formulas (they start with "="), so they
will start working as soon as the tab names match.

EASIEST ROUTE (recommended)
You do not need these CSVs at all if you can use the .xlsx file:
  Google Sheets: Drive > New > File upload > upload the .xlsx, then open it
  with Google Sheets. Formulas, colours, dropdowns and charts all come across.
  Excel: just open the .xlsx.

USING THE CSVs INSTEAD
1. Create a new blank spreadsheet.
2. Import each CSV as a NEW SHEET, in the numbered order.
3. RENAME EACH TAB to the exact name listed below. The formulas reference tabs
   by name, so a tab called "01-income-tracker" will break them.
4. Re-create the dropdowns (Data > Data validation) pointing at the list
   columns on the Setup tab.
5. Re-create the five charts on the Dashboard from the "Chart data" block in
   columns J to N.
6. Charts, cell colours, number formats and print settings do NOT travel in a
   CSV. Only the text and the formulas do.

EXACT TAB NAMES
  01-start-here.csv  ->  Start Here
  02-setup.csv  ->  Setup
  03-income-tracker.csv  ->  Income Tracker
  04-expense-tracker.csv  ->  Expense Tracker
  05-platform-fees-tracker.csv  ->  Platform Fees Tracker
  06-product-costs-cogs.csv  ->  Product Costs & COGS
  07-marketing-ads-tracker.csv  ->  Marketing & Ads Tracker
  08-tax-set-aside-planner.csv  ->  Tax Set-Aside Planner
  09-monthly-summary.csv  ->  Monthly Summary
  10-dashboard.csv  ->  Dashboard
  11-yearly-summary.csv  ->  Yearly Summary
  12-printable-monthly-review.csv  ->  Printable Monthly Review

NOTE ON MONTH NAMES
The Month column uses TEXT(date,"mmmm"), and the Monthly Summary month labels
use TEXT(DATE(year,n,1),"mmmm"). Both are produced by the same function, so they
match each other in any spreadsheet locale.

DISCLAIMER
This workbook is for planning and simple bookkeeping support only. It is not
tax, legal, or financial advice. Always confirm tax rules and reporting
requirements with a qualified professional.
