Money feels easier to manage when everything has a home. Softly Sorted brings your household budget and small-business money records into one gentle, easy-to-follow Google Sheets workbook. Log each transaction once and use the dashboard to follow income, spending, cash flow, budget vs. actual categories, savings goals and a quarterly tax reserve estimate.

WHAT YOU GET

• One Google Sheets budget and tax organizer (make your own editable copy).

• Seven tabs: Start Here, Dashboard, Monthly Budget, Transactions, Tax & Business, Savings Goals and Setup.

• A dashboard with income and spending trends, budget vs. actual chart, key totals and savings progress.

• A transaction log with dropdowns, personal/business markers, deductible flags and receipt-link fields.

• Editable budget categories and an adjustable reserve percentage.

• A quick-start PDF guide delivered through Etsy.

HOW IT WORKS After checkout, download the included PDF from Etsy Purchases. Open the Google Sheets copy link in the guide, choose Make a copy, and save the workbook to your Google Drive. Edit the yellow input cells and add your own transactions. Fictional sample entries are included to show how the charts work; replace or remove them when you begin.

PLEASE NOTE Digital download only; no physical product will be shipped. A Google account and internet connection are required. Desktop Google Sheets is recommended for initial setup. This workbook is a manual tracking tool and does not connect to banks or provide tax, legal or accounting advice. Tax reserve figures are estimates for planning only; confirm reporting and payment requirements with a qualified professional.