# Google Docs

1. Click on the first tab “Customize Here”

In this tab, you will select your start date and currency. You will customize your income and expense categories. You will also add your profit goals for each month.

2. Double click the date. A mini calendar will pop up. Select the date of the financial year.

3. As an example, I’m selecting 1 March 2024.

4. Select the drop-down menu next to ‘Currency’ to select your currency.

5. For this example, I’m using Euros.

6. Under the ‘Income Categories’, rename your different sources of income.

7. I’ve added ‘Etsy’, ‘Shopify’ and ‘YouTube Ad Revenue’ as examples of income categories.

8. Under the ‘Expense Categories’, rename your different expenses. I’ve added ‘Software Subscription’ and ‘Website Hosting’ as examples of expense categories.

9. Under ‘Profit Goals’, add your target/profit goal for each month.

10. As an example, I’m inserting ‘2000’ as a profit goal for March 2024. The currency symbol will populate after an amount is entered.

11. I’m adding 1500 as a profit goal for April 2024.

12. I’ve added profit goals for May, June and July 2024. You will see that the total at the top ‘Annual Profit Goal’ is the sum of the profit goals for March, April, May, June and July 2024.