Here is the spreadsheet that I keep for my data. It may help some new people.

It's not that hard. Here is all you need to do. When I get the jobs, I put the date it is due, the company and property address, the rate. When I complete the work I changed the due date to an "x" and put the done date in its column. When I get payment I put the amount in that column.

You can easily see what is outstanding...those that still have due dates. Capture that portion of your month and use it as a working sheet.

If they are interior I put an all caps beyound on the right. After I finish the work, I delete the INT comments as I don't need them anymore.

I sum the pertinent amount by month and year.

That's all. Has worked for me for years.

double click to zoom.