Purpose
Prepare a clean monthly view of total income, total expenses, net earnings, and business miles.
Simple Example
January, February, and March each show income, expenses, net earnings, and miles in one summary table.
Simple Bookkeeping Decision Rule
Monthly summary totals should be grouped by month and checked against detailed transaction tabs before final review.
Screenshot: Monthly Summary
Analysis
The monthly summary shows 3 months of activity. Total income is $13,006.80, total expenses are $2,863.77, and net earnings are $10,143.03.
Result
The monthly summary gives a clear business view for budgeting, bookkeeping review, and tax preparation support.