Stay organized with practical Excel trackers designed to help restaurant owners record financial activity and prepare for month-end bookkeeping.
Designed to help you record your restaurant's day-to-day financial activity in one organized place.
Best for restaurant owners who want to:
Record daily sales
Track daily expenses
Stay organized throughout the month
A simple monthly workbook designed to help organize your restaurant's financial information and support consistent bookkeeping.
Best for restaurant owners who want to:
Organize monthly financial records
Monitor income and expenses
Prepare for month-end bookkeeping
If you'd like additional worksheets, enhanced functionality, and more comprehensive tracking tools, the premium versions are available in my Etsy shop.
Stop guessing your restaurant's real profit. This is the complete monthly system: it calculates your true Cost of Goods Sold from inventory, builds your full Profit & L & automatically, and gives you a traffic-light dashboard of every key metric — food cost %, labor %, prime cost, margins.
Income & expense log with smart dropdowns
Inventory count with automatic COGS, shrinkage & reorder alerts
Full Profit & Loss + Balance Sheet, auto-built
Restaurant health dashboard (🟢🟡🔴)
Private video tutorial walking you through it
Stop guessing your profits. This simple, professional daily tracker was built by a trained bookkeeper to help small restaurant and food business owners finally see where their money is going — in just 5–10 minutes a day. No complicated systems, no hours of work.
Best for restaurant owners who want to:
Track daily sales (cash + card + online) with automatic verification
Log every expense by category, vendor, and payment method
Keep a clean receipt log so no deduction gets lost
See the full monthly summary calculated automatically
Check whether the restaurant is actually paying you
Plan ahead for slow seasons
Delivery App Fee Tracker — One-time payment $19.99
DoorDash, Uber Eats, and Grubhub can take 15% to 30% of every delivery order — plus extra fees buried in your weekly payouts. Most owners only ever see what lands in the bank. This tracker shows the full picture.
Best for restaurant owners who want to:
See gross sales, fees, true net, and fee % for DoorDash, Uber Eats, and Grubhub side by side
Find out which app is quietly costing the most
Enter weekly payout numbers in under 5 minutes — everything else calculates automatically
Spot high-fee weeks instantly with traffic-light indicators (🟢🟡🔴)