Daily Sales Purchase tracker V1.0

Managing daily sales, purchases, payments, and expenses can be challenging without an organized system. Daily Sales Purchase Tracker V1.0 is a powerful, easy-to-use Excel-based tool designed to help businesses maintain accurate financial records, monitor transactions, and generate detailed reports. Whether you’re running a small business or managing large-scale transactions, this tool provides a structured approach to tracking your finances efficiently.

Key Features:

1. Secure Login Form

• Ensures data security with user authentication and role-based access.
• Restrict unauthorized access and maintain data integrity.
• Different user roles for better control over financial transactions.

2. Main Dashboard with Display Cards

• Provides real-time updates on daily sales, purchases, payments, and expenses.
• Overview of total transactions at a glance for quick decision-making.
• Intuitive user interface with categorized sections for easy navigation.

3. Multi-Category Transaction Tracking

• Record transactions under Sales, Purchases, Payments, and Expenses.
• Assign party names, transaction types, and custom remarks for clarity.
• Includes date filters to analyze financial activities over a specific period.

4. Customizable Report Generation

• Generate detailed reports with filters for specific dates, amounts, and categories.
• Export data to Excel for further analysis and record-keeping.
• Reports include summary statistics for better financial insights.

5. User Management System

• Admin can add, modify, or delete user accounts.
• Assign roles such as Admin or User to control access levels.
• Track who updated or modified transaction records.

6. Select Period Functionality

• Choose a date range to fetch specific reports.
• Compare sales and expenses over different time periods for financial planning.
• Helps businesses analyze trends and manage cash flow effectively.

7. Filter & Sorting Options

• Easy sorting of transactions based on ID, Date, Amount, Party Name, and Remarks.
• Quick search function to find specific entries instantly.
• Allows businesses to prioritize important financial transactions with minimal effort.

8. Expense and Income Tracking

• Categorize transactions to understand profitability and cash flow.
• Identify overspending areas to optimize budget planning.
• Helps maintain an organized financial structure.

9. Excel Export & Backup Support

• Export reports to Excel format for record-keeping and analysis.
• Save data backups to prevent financial loss in case of accidental deletion.
• Maintain financial transparency with well-organized spreadsheets.

10. Easy-to-Use Interface

• User-friendly interface designed for business owners, accountants, and finance teams.
• No need for advanced Excel skills – just input the data and let the tool handle calculations!
• Works seamlessly on Windows and Mac with Excel compatibility.

Why Choose Daily Sales Purchase Tracker V1.0?

✅ Time-Saving: Automates financial tracking and report generation. ✅ Error-Free Calculations: Reduces manual entry errors. ✅ Business Growth: Helps in financial decision-making and planning. ✅ Secure & Reliable: Role-based access and data backup ensure security. ✅ Customizable: Tailor it to your business needs with editable fields and filters.

Who Can Use This Tool?

• Retailers: Track daily sales, purchases, and expenses efficiently.
• Freelancers: Manage income, payments, and outstanding balances.
• Small Business Owners: Maintain an organized financial record.
• Accountants & Bookkeepers: Generate reports for financial analysis.
• E-commerce Businesses: Keep track of payments, orders, and expenses.

How to Get Started?

1. Download Daily Sales Purchase Tracker V1.0.
2. Enter user credentials for secure access.
3. Add transactions under Sales, Purchases, Payments, or Expenses.
4. Filter and generate reports for business insights.
5. Export data to Excel for detailed analysis and record-keeping.

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