Excel Bookkeeping Portfolio Project

Delivery Driver Income & Expense Tracker

A simulated 3-month bookkeeping project using Microsoft Excel for Uber, Walmart Spark, Lyft, and DoorDash delivery activity. Each month includes at least $4,000.00 total income, and Lyft includes both income and mileage records. This project supports target roles such as Junior Bookkeeper, Accounting Clerk, Accounts Payable Clerk, and Accounts Receivable Clerk.

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1

Project Setup and Workbook Overview

Set up the Excel bookkeeping workbook for a simulated 3-month delivery driver business.

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2

Income Tracking by Platform

Track delivery income from Uber, Walmart Spark, Lyft, and DoorDash.

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3

Business Expense Tracking

Track gas, car maintenance, phone, tolls, parking, supplies, and other delivery-related expenses.

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4

Mileage Tracking

Track business miles driven for delivery work.

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5

Receipt Organization

Track receipt status and supporting documents for business expenses.

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6

Weekly Summary

Summarize income, expenses, net earnings, and miles by week.

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7

Monthly Summary

Summarize each month of delivery driver bookkeeping activity.

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8

Net Earnings Analysis

Analyze income minus expenses to understand actual earnings.

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9

Tax Deduction Review

Review expense categories and mileage records that may support tax preparation.

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10

Three-Month Bookkeeping Summary

Prepare a final summary for the simulated 3-month bookkeeping project.

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