Pre-Purchase Questions

Is your spreadsheet a good fit for me?

The best thing you can do to determine whether the spreadsheet(s) you’re considering are a good fit is to watch the tutorial videos for them. The videos will show you exactly how the spreadsheet works, and whether or not it can do what you’re hoping it will do for you. Here are the video tutorial links for all my products:

I'm overwhelmed by all the options. Which spreadsheet package will work the best for me?

Any of the Seller Spreadsheets will help you with your monthly bookkeeping. This is a tool in which to enter your sales (from ALL sources) and all your business expenses. This tool will help you calculate whether you’ve made a profit or loss each month, and help you determine the amounts you need for both sales tax and income tax purposes.

All Seller Spreadsheets are set up in a similar manner; they each just import from only one main source. You only need one Seller Spreadsheet.

We currently offer Seller Spreadsheets for the following selling sources:

If you sell in multiple places, then you may find it handy to buy a Seller Spreadsheet and one or more of our import add ons. The Seller Spreadsheet serves as your main bookkeeping home, and the import add on allows you to quickly total your sales & fees from additional venues.

If in doubt, take this quick quiz for guidance:


The Inventory Cost & Pricing spreadsheet focuses on just the inventory & supply side of your biz. This tool will help you log material expenses, determine how much each finished good cost you to create, determine the best retail price for each item you sell, and track finished inventory. Most importantly, this spreadsheet will help you with your ending inventory count and calculations at year end for tax purposes.  This spreadsheet can be used regardless of where you sell online or in person.

If you want help with both monthly bookkeeping AND inventory & COGS, then I recommend buying one of our bundles, which offers both a Seller Spreadsheet (of your sales venue of choice) and the Inventory Cost & Pricing spreadsheet at a discounted price.

What's the return/exchange policy for your digital spreadsheet files?

Due to the nature of our digital downloads, we do not offer returns, refunds, or exchanges on our spreadsheets, ebooks, or other digital listings.

How and when do I receive access to my spreadsheet files?

You should receive an email with download links to your files within a few minutes of completing your purchase. If you don’t receive this email, make sure to first check that your payment was processed. Then, check your spam files for the email. If you still don’t see it, please email me at and I will get you access ASAP.

What software will your spreadsheets work with?

Our spreadsheets will work with Microsoft Excel, Numbers (Mac/Apple), and Google Sheets. Google Sheets is a great free program if you don’t have Numbers or Excel on your computer. Please note that there will be cosmetic differences depending on which program you use.

I have heard of customers using them in Open Office as well, though I have not personally tested them in this program.

I have had some users have issues with the SUMIFS formulas in the spreadsheets in Excel 2003 and older versions of Numbers, but I have alternative versions of the spreadsheet that we have found will work correctly in these older softwares.

Will your spreadsheets work if I'm in another country?

Generally, yes. As long as you are working in one consistent currency, the spreadsheets will work. If you would like me to change the default currency on your spreadsheet, please email me at after your finish checking out with your request.

Occasionally, depending on your country, I may have to tweak the date formats and date-based formulas on your spreadsheet for it to work correctly. I am happy to do this for a small fee as part of my spreadsheet customization service.

Will the Etsy Seller Spreadsheet still work if I sell outside of Etsy?

Yes. The Etsy Seller Spreadsheet will quickly import your sales & fees from Etsy, but there is additional, customizable space on the sheet to enter your sales from other sources (craft shows, WooCommerce, Paypal, etc.). The goal is for this sheet to house ALL your business’ revenue in one place.

I also now offer import add on tools that will allow you to quickly import sales & fees from other sources.

What do the import add ons do?

I created the import add on spreadsheets in response to user demand to import their sales & fees from more than just one source. An import add on is meant to be used in addition to your existing “main” Seller Spreadsheet.

You do not need an import add-on for the same venue Seller Spreadsheet you already have or plan to purchase. For example, you don’t need the Etsy import add-on if you have or buy the Etsy Seller Spreadsheet.

So, if you sell via more than just one online source, you can now purchase a low-cost import add on to quickly total your sales & fees from another source. You will follow instructions on how to use it, and then manually add in those sales & expenses to your main Seller Spreadsheet.

Will I need to buy a new spreadsheet each year?

No. The Seller Spreadsheet comes with spreadsheet files for 2016 & 2017. The Inventory Cost & Pricing spreadsheet is made to be used year after year, with built in formulas to total sales & COGS from 2016-2018.

If you’d like files for different years or formulas tweaked for other years, simply email me at and I will send you whatever years you request at no extra charge.

General Post-Purchase Questions

I bought your spreadsheet last year. How do I get a file for this year?

Email me at with your original purchase date, purchase email, and let me know what specific spreadsheet(s) and year(s) you need. I will forward the file(s) to you ASAP for no extra charge.

I'm having a problem with my spreadsheet.

I’m happy to help you troubleshoot what may be going wrong with your spreadsheet. The easiest way for me to troubleshoot is for you to email me at with your issue.

If you are working in Excel or Numbers, save your file and email me with your spreadsheet attached. Please be specific and let me know about the problem you are having.

If you are working in Google Sheets, open your file and under the “File” menu, click “Share”, and share with my email address Make sure from the Share menu you allow me to edit the file as well.

Please note that my working hours are MWF between 9am and 3pm. I will troubleshoot your file, make any fixes, and email back to you within those times.

Can you add a tab/column/formula/etc. to my spreadsheet for me?

I’m happy to customize your spreadsheet to better meet your needs. If you’re requesting a simple customization or two (like extra rows, a new tab, etc.) I am glad to make these changes for no extra charge. Generally changes or additions that take less than 10 minutes are free.

If you are working in Excel or Numbers, save your file and email me at with your spreadsheet attached. In your email, please list out specifically what customizations you would like made.

If you are working in Google Sheets, open your file and under the “File” menu, click “Share”, and share with my email address Make sure from the Share menu you allow me to edit the file as well. Also make sure to email me with a specific list of what you would like added.

Please note that my working hours are MWF between 9am and 3pm. My turnaround for (free) customization is generally within 2-4 business days.

If you’re requesting something that takes a significant amount of time, or if you’d like a completely new customized spreadsheet, please fill out the inquiry form for my custom spreadsheet services.

How do I join the VIP Facebook group?

Access to the private Facebook group is available for those who purchase the VIP upgrade here. You will receive a PDF download upon purchase with instructions on how to join the group.

I'm outside of the US and having a problem with your spreadsheet.

You are likely having an issue with the date format and the date-based formulas in your spreadsheet. Visit my spreadsheet customization services page and fill out the inquiry form. Let me know about the issue you are facing and what you need tweaked.

Inventory-Related Questions

What unit of measurement am I supposed to be using for entering my materials?

You should be entering your raw materials & supplies into the materials tabs of the inventory spreadsheet at a unit of measurement that makes the most sense for how you use your materials.

Keep in mind that you will need to be able to accurately measure your remaining materials at year end, and enter that measurement into your spreadsheet in order to calculate your cost of ending inventory.

Let’s take fabric for example. If you are buying yards of fabric and creating handmade dolls, you are likely using smaller pieces of fabric and left with a lot of scraps at year end. In this case, entering your fabric in total square inches probably makes the most sense.

For the materials I get the most questions about:

  • Fabric – generally square inches, unless you use up and sell larger quantities, then square feet or square yards could be appropriate
  • Vinyl – generally square inches
  • Paint – easiest to measure by weight
  • Glitter – easiest to measure by weight

How do I deal with paint and/or glitter?

In many cases, hard-to-measure materials like paint or glitter are considered part of your inventory, but it’s hard to track the amount used on a product by product basis. Here’s how you can deal with those sorts of supplies on your Inventory Cost & Pricing spreadsheet.

  • Set up a materials tab for that item, for example, paint.
  • Enter your paint purchases with the cost you paid and the quantity purchased. You might chose a unit of weight (like fluid ounces – whatever is on the can or bottle), or you could use what I like to call the “eyeball” method – you bought 1 unit of paint (i.e., 1 full bottle).
  • When you create a finished good using the paint, do not attempt to assign an amount used on the COGM tab. It’s likely too difficult to trace the amount or cost of paint used in one item. Let the cost of that paint be reflect in your overhead rate for pricing purposes.
  • At year end (or any time you do an inventory count), measure how much paint you have left. You can weigh it if you used weight, or if you used the “eyeball” method, visually divide your bottle in 4 units. How much paint are you left with? 1/4th of a bottle? 2/4ths of a bottle (half), etc. Enter this as the units remaining. The spreadsheet will calculate your cost of ending units.

This is how I suggest keeping track of the cost of your inventory like paint, glitter, and hard to measure supplies.

I'm confused. Do I enter my inventory materials & supplies on BOTH my Seller Spreadsheet AND my Inventory spreadsheet?

You can deal with your inventoriable purchases (whether goods for resell or raw materials & supplies) a few different ways if you have both a seller spreadsheet and an inventory spreadsheet:

1) Enter your inventory purchases on both spreadsheets. You’re entering your materials item by item over on your inventory spreadsheet in the material tabs and dealing with your cost of goods sold and ending inventory over there. Then, you can enter the total receipts for your material/supply purchases on the “material” tab of your Seller Spreadsheet. You’d do this if you want to know how much your business is spending every month. Are you spending more than you’re making? This shows true cash flow in/out. However, you cannot take this total “material/supply expense” from your Seller Spreadsheet and dump it on your tax return. You’ve got inventory in there that is likely not deductible until the year it sells. So, this method tells you your net profit for the month, but not your taxable net profit. Make sense?
Alternatively, you…
2) Don’t enter any inventory purchases on your Seller Spreadsheet, and just deal with inventory once over on your Inventory Cost & Pricing spreadsheet. This takes less work; the only downside is you might be spending a lot more $$ than you realize when you analyze your net profit over on your Seller Spreadsheet, because if you’re spending a lot on supplies it’s not represented over there.

Your net profit calculated on the Seller Spreadsheet is accurate EXCEPT it will be missing your COGS deduction that you’ll calculate at the end of the year on your Schedule C. If this bothers you, you can always enter what the Inventory Cost & Pricing spreadsheet calculates as your COGS amount each month over on your Etsy Seller Spreadsheet. This way you get a really good idea of your true taxable net profit. Just keep in mind that at year end, your total COGS amount will likely need to be adjusted from your year end count.

Basically, it depends if you want to know (for bookkeeping purposes) your monthly spending, or if you are more concerned with your taxable amounts.

What if I buy the same material or supply over and over again?

You should enter each purchase individually, rather than just updating the quantity on an existing line. This is just a best practice incase you purchase the item at a different cost over the course of time.

If you purchase the same material over and over again, you might have difficulty figuring out which purchase of that item you ended up using in a sold good. This is where you might use an inventory method like FIFO or LIFO.

I get asked about this from vinyl users a lot, so I will explain FIFO and LIFO using vinyl as an example.

You enter every purchase of vinyl on a new line. The price of your vinyl may change with every purchase, and you need to know your total purchases for inventory for the year at tax time.

The hard part comes with figuring out which sheets of vinyl you used and which you have left at year end. You might just see, oh, I have 50 sheets of blue vinyl left but I’m not sure if those are the sheets I got for $2 each at Joanns, or if they’re the sheets I got for $3 at Hobby Lobby.

For this sort of problem, I’d recommend using either “FIFO” or “LIFO” for tracking how you “use up” your vinyl inventory.

  • FIFO (first in, first out): You assume the earliest vinyl you bought is the first vinyl you sold. As you make an item, you reduce the quantity of your oldest vinyl row. So at year end, what’s left are the last X number of sheets you purchased this year.
  • LIFO (last in, first out): Same as above, except the assumption is that the last sheets you bought are the first used up and sold, and you’re left with your oldest vinyl sheets.

So if you have a material that you can’t specifically track as you use it up, adopt FIFO or LIFO (and stick with it!) throughout the year on your spreadsheet.

What if I create multiples of the same finished good?

The spreadsheet requires you to enter each item on its own line. Even if you remake the same item 10 times or in multiple colors, sizes, etc. If you want to use this tool to accurate tally your costs, purchases, and inventory, then you have to assign a new row to every individual item.

This is because as you mark an item sold, it’s sales price and cost of goods made will automatically “flow” to the correct places. You can only mark one item sold once, so that’s why each item needs its own line.

What if I don't have a receipt for something I buy?

If you’re using your spreadsheet to help you with your ending inventory count (or basically, for tax purposes), you should enter a cost of $0 for any supplies or materials you don’t have a receipt for. The IRS only allows us to take a deduction, including the cost of goods sold deduction, for expenses that we can back up with documentation.

If you’re using your spreadsheet for pricing purposes and you enter a cost of $0 for a material, note that any item you create with that material will have end up underpriced on the pricing tab since the cost of goods made will be lower than reality.

What do I do with materials or inventory that I use for personal use?

Personal use of inventory, whether it be a finished good or inventoriable supply, should be taken out of your records for tax purposes.

If you end up using some of your supply stash for a personal project, just delete the item from your material tab. Or, reduce the total cost and total quantity by the amount you take out.

How do I account for waste/scraps/trash that I don't end up using?

For any of your inventoried supplies that end up as waste, trash, tested goods, etc. – keep the “cost of goods sold” equation (for tax purposes) in mind:
Beginning inventory
+ Inventory Purchases
– Ending inventory (done by your year end count)
= Cost of goods sold
So, for waste, trash, etc., that material purchased during the year and added into your inventory, and then it is basically not there at year end to count. That means it gets deducted as part of your COGS. Again – the cost of your waste/scrap/trash is going to end up being deducted as COGS. It simply won’t be there to count and include as part of your ending inventory.
So as far as your Inventory Cost & Pricing spreadsheet goes, you can either update your “units used” column on the appropriate material column as you use up materials as waste/scraps (to keep your units remaining updated throughout the year), or you can just wait till year end when you do your count to update your “units remaining” column to make sure it matches whatever you truly have left on hand at year end.

Do I include sales tax or shipping when I enter materials on my inventory spreadsheet?

You should include the actual total price you paid for all your materials. That includes sales tax paid, shipping paid, and any discounts or refunds applied.

If you have a receipt with multiple supply items on it, you might be wondering how to apply sales tax or shipping to each individual item. I think the most accurate way to “divvy up” those expenses is with a weighted average method.

How to I input multiple materials on the same material tab over on my COGM tab?

You can add together multiple cells from the same materials tab on your COGM tab. To do that, you’d start out linking and typing your formula as usual, by typing = and then clicking on the cost per unit cell of material 1. Without typing any spaces, you’d then simply type a plus sign + and click on the cost per unit cell of material 2 to add the second material on that same tab. You can keep doing that until you’ve got every material used, then hit enter.
If you need to multiply any of those material units by a number, like say you used 4 ounces of material 1, you can do that by entering *4 to multiply it, just make sure you put that portion in parenthesis. So here’s an example of what your formula on the COGM tab might look like:

Can I delete a supply when I run out? Can I delete an inventory item when it sells?

Due to the way the spreadsheet is linked to data within each tab, you should NOT delete any supplies as they are used up or inventory as it is sold. This will make the cost of goods made, retail price, total ending inventory, cost of goods sold, and sales numbers the spreadsheet calculates for you inaccurate. Basically, it will screw everything up.

You can always hide (right click the row) or filter (using the dropdown filter button) through rows you don’t want to see anymore, like sold inventory or used up supplies.

I'm confused about how to use this overhead tab...

The overhead tab is meant to help you set prices that more accurately cover all your costs. It is NOT meant to be an actual log of your indirect supply purchases, or any other type of expenses. You should only be entering estimated annual amounts of these types of expenses on this tab to help you calculate an overhead rate to use for pricing purposes.

If you are looking for a better place to log ALL your business expenses, then I suggest using the Etsy Seller Spreadsheet (or the PayPal or Amazon equivalent).

Why are my sales on the inventory spreadsheet different than my sales on my Seller Spreadsheet?

The sales calculated on your Inventory Cost & Pricing sales tab are simply a sum of the retail price of everything you marked sold on your inventory tab. This total doesn’t take into account any discounts applied, refunds, sales taxes paid, or shipping paid to you. As such, I would not rely on this sales total for your tax return. This sales total is really included so you can compare to your cost of goods sold and analyze your profit margin and pricing strategy.

If you want to tally an accurate sales total for tax purposes, you should utilize the sales amounts calculated by your Seller Spreadsheet.

Can I use this spreadsheet for next year? Or do I need a new one?

Inventory is an “eternal” concept; it rolls over from year to year. This year’s ending inventory becomes next year’s beginning inventory, and so on. Thus, you do NOT want to start a new spreadsheet for your inventory in 2017. Think about it this way – you may have entered supplies in 2016 that you end up using a finished good in 2017, and don’t sell til 2018! That means you’d count it on your tax return as inventory (or a purchase) in 2016 and 2017, but you wouldn’t get to deduct it as cost of goods sold until 2018. That’s why your same spreadsheet should be used for year after year. To make sure your spreadsheet is calculating things correctly for you, always make sure that you are entering your dates correctly for purchases and sales.

Do you have an updated version of the Inventory Cost & Pricing spreadsheet?

Inventory 2.0 was released on 12/31/16. This updated version of the Inventory Cost & Pricing spreadsheet now includes the following updates:

  • Quantity used, quantity remaining, and cost per unit remaining columns added to the materials tabs to assist with calculating ending inventory and your year end inventory count
  • 2018 sales tab added
  • New, more accurate calculation for ending inventory on all sales tabs (based on the cost per unit remaining columns on the material tabs)
  • More info in the instructions about performing your year end count & verifying year end amounts
  • Space on all sales tabs to manually record the verified final amounts you use on your tax return

All purchasers of previous versions of the Inventory Cost & Pricing spreadsheet are eligible to receive the 2.0 version for free. Just contact me at