What this is: A beginner-simple template that helps self-employed borrowers track income and expenses and generate a lender-ready Profit & Loss.
Includes: Guided Setup, Income Log, Expense Log, Monthly P&L, Annual Summary, and a clean Lender Package page.
Built-in checks: Missing-data alerts highlight incomplete transactions so your numbers stay clean.
Perfect for: Homebuyers, mortgage brokers, and self-employed borrowers who need a clear income picture.