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Highlights

Introducing the "Bookkeeping Spreadsheet for USA Business" – your essential tool for efficient financial management. This comprehensive spreadsheet is specifically designed to meet the needs of businesses operating in the United States. Let's explore its key advantages and features:

Simplified Setup: Begin by customizing the spreadsheet to your business. Enter your company name and start date, and easily tailor income and expense categories to suit your specific needs. With the ability to accommodate up to 40 income and 40 expense categories, you have the flexibility to track your financial transactions accurately.

Yearly Profit Goals: Set your yearly profit goals with ease. The spreadsheet allows you to define your targets on a yearly basis, eliminating the stress of monthly goals. This approach provides long-term planning capabilities and encourages consistent growth throughout the year.

Income Tracker: Track your income efficiently using the Income Tracker sheet. Select the appropriate income category from the drop-down menu, ensuring all your income is accurately recorded. Total amounts are automatically calculated, including sales tax.

Expense Tracker: Manage your expenses effectively with the Expense Tracker sheet. Select the relevant expense category for each entry from the provided drop-down menu, ensuring meticulous categorization. The spreadsheet calculates total amounts, including sales tax, allowing you to track your expenses and maintain accurate records.

Dashboard Insights: Gain valuable insights through a range of informative dashboards. The Monthly Dashboard provides a breakdown of your finances on a monthly basis, while the Two-Month Comparison allows you to compare trends and performance for any two months.

The Custom Period Dashboard offers in-depth analysis for any period of up to 2 years, enabling you to identify trends and make informed financial decisions.

Yearly Analysis: Generate a comprehensive Yearly Dashboard to assess your performance over the entire year. Break down your income and expenses by category, analyze quarterly comparisons, and track the trend of your profit and loss. Compare your actual profit against your yearly profit goals, providing a clear picture of your financial achievements.

Sales Tax Report: The Sales Tax Report is an invaluable tool for managing your sales tax obligations. Generate reports for any period of time, simply by entering the start and end dates. The spreadsheet automatically sorts sales tax by states, empowering you to make informed decisions regarding your tax strategy. Choose between paying sales tax collected to state authorities for potential federal income tax deductions or paying the difference between sales collected and sales tax paid.

This "Bookkeeping Spreadsheet for USA Business" offers a user-friendly and comprehensive solution for your financial tracking and analysis needs. Experience the advantages of simplified setup, customizable features, informative dashboards, and accurate sales tax information. Take control of your finances and make informed decisions to drive your business towards success.
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As of July 11th, 2023, this listing has been updated. If you made a purchase prior to this date and would like to have an updated version, kindly send me a message with your order number, and I will send you the new files at no additional cost.
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These files are for personal use only.
Files were developed by Yuliya Abelovich.
Files cannot be used commercially or be resold or redistributed. Please respect the copyright.
Welcome to visit my shop on Etsy for other useful spreadsheets and unique designs: https://www.etsy.com/shop/WonderfulArtBoutique

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Reviews for this item

4.9

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(5 reviews)

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5 out of 5 stars 5 This item

Malia Nov 25, 2025

It's so nice to have a spreadsheet that already has all the working formulas ready to go. Would buy from again.

Malia Nov 25, 2025

5 out of 5 stars 5 This item

William Mar 22, 2023

great to keep track of my money.

William Mar 22, 2023

4 out of 5 stars 4 This item

Beverly Feb 5, 2022

Really liked this spreadsheet, really easy to use! The only change I would make would be to also be able to see the breakdown not just in a diagram but also the numbers. However this will work for my purposes. thanks much!

Beverly Feb 5, 2022

4 out of 5 stars 4 This item

Ellen Aug 3, 2021

difficult to download the whole sheets...they were broken up.

Ellen Aug 3, 2021

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Listed on Jul 23, 2026
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