What should I include in the income and expenses sections of a bookkeeping dashboard?

In the income and expenses sections of a bookkeeping dashboard, you should include several key elements to ensure comprehensive tracking. For the income section, include fields for transaction dates, descriptions, income categories, amounts, and any associated taxes. This information helps you categorize and monitor revenue sources accurately. For the expenses section, similar fields are needed, including transaction dates, descriptions, expense categories, amounts, and tax details. Additionally, incorporating dropdown menus for categories and vendors can streamline data entry and improve consistency. By capturing these details, you create a robust record of financial transactions that facilitates accurate reporting and analysis.

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Bookkeeping Dashboard Spreadsheet

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