Your Juice Business Financial Tools
Everything you need to track your numbers, log your transactions, and see your monthly picture — all in one place.
Use the tabs below to switch between the Transaction Assistant and your Monthly Overview Dashboard. Upload your workbook to get started.
Add Your Transactions
Speak it, upload a bank file, or type it — AI categorizes everything automatically
"March 15 — Farmers market $340 income. Paid $35 booth fee. Publix produce $67."
"Sold 2 cleanse packages online $180 each. Square fee $8.40."
"Kitchen rental at The Hive, March 20, $85."
Reading your transactions…
Ready to Copy into Your Workbook
Review and edit any cell, then copy into the Transaction Log tab
| Date | Type | Vendor / Payee | Amount | Category | Notes |
|---|
How to Use This Tool
Three ways to get your transactions in — zero spreadsheet skills needed
🎙️ Speak It — fastest after a market day
Hit record and just talk. Say what you sold, what you spent, where. Works great in the car driving home from a market.
📄 Bank File — best for catching everything
Download your statement from your bank or Square as a CSV, drop it here, and AI categorizes every transaction automatically.
✍️ Type It — when you have a receipt
Plain English, no format needed. "Paid $85 to The Hive for kitchen time" goes straight into Kitchen / Facility Rental.
📋 Paste into your Transaction Log
Click "Copy All Rows," open your workbook, go to Transaction Log, click the first empty row, and paste. Done.
Monthly Overview
Upload your workbook and see your complete
monthly picture in one place.
Load Your Dashboard
Your Juice Business Dashboard .xlsx file
📋 Production Tab Naming
Each production run should be its own tab named with the date:
2026-03-21 - Production_Day
Monthly Overview
Juice Business Dashboard