Monthly recap

Monthly Pocket Check

Recap what you actually kept this month after fees, refunds, costs, ads, and tax set-aside. Save a baseline to compare next month. Everything stays in your browser.

Product or offer name (optional)

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Your numbers

Product price $ Units sold this month Platform preset

Use one currency throughout. Examples use USD; the math works the same if every input uses the same currency.

Refunded orders Average refund amount $

Platform fee percentage % Fixed fee per sale $ Product cost per sale $ Ad spend this month $ Other monthly fixed costs $

Tax set-aside percentage %

You pocketed

$0.00

Enter your numbers to see what you pocket.

Save this check as your baseline to see how next month compares.

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Breakdown

Formula

Gross sales = Price * Units
Refund total = min(Refunded orders * Average refund amount, Gross sales)
Gross after refunds = Gross sales - Refund total
Fees = Gross sales * Platform fee % + Units * Fixed fee (calculated on ORIGINAL units; this matches Stripe, PayPal, Gumroad, Lemon Squeezy, and similar platforms where refunds do not return processing fees. For Etsy Shop Manager refunds within 180 days, reconcile the credited fees against your Etsy Payment account or adjust the fee inputs to reflect net fees after credits)
Costs = Cost per sale * Units + Ad spend + Other monthly fixed costs
Profit before tax = Gross after refunds - Fees - Costs
Tax set-aside = max(0, Profit before tax) * Tax %
Net pocket = Profit before tax - Tax set-aside
Net margin = Net pocket / Gross after refunds (or 'Not meaningful' if Gross after refunds <= 0)

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Formula reviewed: May 26, 2026