Small Business Bookkeeping Spreadsheet Excel Google Sheets Profit Loss Template Accounting Ledger Income Expense Revenue Tracker Tax

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  • Designed by SerenatasJourney
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  • Digital file type(s): 1 PDF

👋 Thank you for considering our Bookkeeping Template for Microsoft Excel! Take control of your finances with ease! Our bookkeeping template is the perfect tool for small businesses to manage their finances like a pro. With automatic calculations, informative graphs, customizable categories, and mobile access, you can say goodbye to financial stress and uncertainty, and hello to financial freedom! This easy-to-use bookkeeping solution can be used as a tax planner, revenue tracker, expense tracker, and accounting ledger.

🔍 FEATURES:

● Compatibility: Accessible on all devices, including Macs, PCs, smartphones, and tablets.
● Automatic Calculations: Full automation and supports up to 12 currencies for versatility.
● Minimal Design: Minimalist approach without unnecessary tabs or clutter.
● Instant Download: Receive an instant download link when you purchase it and start using it right away.


🚀 BENEFITS:

● Saves Time: Our bookkeeping template automates several time-consuming bookkeeping tasks, freeing up time for you to focus on other important aspects of your business.
● Easy to Use: Our template is designed to be user-friendly, so even if you have no prior bookkeeping experience, you can quickly learn how to use it.
● Cost-effective: Hiring a professional bookkeeper can be expensive. Our template is a cost-effective solution that can save you money in the long run.
● Organized: Our template provides a streamlined and organized way of managing your income and expenses, reducing the risk of errors and discrepancies.
● Customizable: Our template can be customized to meet your specific business needs, making it a flexible solution for your business.
● Better Financial Decision-Making: With accurate and up-to-date financial records, including profit and loss tracking, at your fingertips, you can make better-informed business decisions that can help your business grow and thrive.


📌 TABS:

➤ Setup Page: This tab allows you to customize the template according to your business needs, such as setting the monthly profit goals, specifying the currency, and defining up to 20 income and 20 expense categories.
➤ Income Entries: This tab serves as an income tracker and enables you to record your income transactions, including the date, category, description, amount, and more.
➤ Expense Entries: This tab serves as an expense tracker and enables you to record your expense transactions, including the date, category, description, amount, tax rate, and more.
➤ Monthly Overview: This tab provides a summary of your income and expenses for each month, along with a breakdown of the categories and the net and tax amounts.
➤ Annual Overview: This tab provides a summary of your income and expenses for the entire year, along with a breakdown of the categories, net and tax amounts, and profit tracker, which helps you keep track of your profits over time.


Try our bookkeeping template now and enjoy the benefits of having a comprehensive small business accounting tool at your fingertips!


💗 CURRENT COLOR: PINKY

🎨 OTHER COLORS AVAILABLE: GREEN, MINIMAL, RAINBOW

✨ MICROSOFT EXCEL VERSIONS INCLUDED ✨


❗️ ❗️ IMPORTANT NOTES ❗️ ❗️
1. The Excel template requires an updated version of Excel. Older versions may lack crucial formulas and features needed for the template to function properly.
2. A Gmail account is required to access the files.


🤓 CHECK SERENATA’S OTHER SHOP ALSO 🥰

> https://www.etsy.com/shop/SerenatasEssentials <


📥 HOW TO ACCESS YOUR FILES:
Once your payment is processed, you'll receive instant access to your digital files. You can download your files from your Etsy account ( http://www.etsy.com/ca/your/purchases ) or receive a download link in your receipt email. For more information on accessing digital downloads, visit Etsy's help center ( https://help.etsy.com/hc/en-gb/articles/115013328108?segment=shopping ).


🚫 COPYRIGHT AND USAGE TERMS:

○ The contents of this spreadsheet are protected by copyright and are the property of Serenata’s Journey. Your purchase of this product is for personal use only. Redistribution, reselling, or reproduction of any part of this product in any form is strictly prohibited.
○ Refunds and cancellations are not accepted due to the digital nature of this product. However, if you experience any issues, please do not hesitate to contact us.
○ Please note that colors may appear differently in person or on digital devices due to variations in color calibration.


🙏 Thank you for browsing our store. We hope you found something you love and can't wait to see you again! 💕

© Serenata's Journey

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Reviews for this item

What buyers say, summarized by AI: Love it Great quality Easy to use Helpful seller

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.

(26 reviews)

4.9 Item quality
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92% Buyers recommend
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5 out of 5 stars 5 This item

Stephanie Aug 9, 2026

Absolutely phenomenal! I'm so beyond pleased with this software. I highly highly recommend it

Stephanie Aug 9, 2026

Response from Michael Gly

Thank you sooooo much for your brilliant feedback !💛 It means a lot for me ! Feel free to let me know , if you ever need help or have questions !🤩

5 out of 5 stars 5 This item

Cameron Jun 19, 2026

I was looking for a comprehensive bookkeeping solution for my small incorporated club and came across this spreadsheet. I must say I am more than impressed with the ease of use of the spreadsheet and its layout. the monthly and annual tabs are most important to me and form part of my treasurers reporting. I highly recommend Michael's spreadsheets, thank you very much.

Cameron Jun 19, 2026

Response from Michael Gly

Thank you so much for the wonderful feedback! 😊 I’m really glad the spreadsheet has been a good fit for your club and that the monthly and annual reports are helping with your treasurer responsibilities! I truly appreciate the recommendation and if you ever need any help or have questions, feel free to reach out anytime ! 💛

5 out of 5 stars 5 This item

Inactive account Sep 30, 2025

Very nice product! Would buy from them again!

Inactive account Sep 30, 2025

Response from Michael Gly

Thank you so much!🤩 I’m glad you’re happy with it and I’d love to serve you again anytime ! Your feedback is everything for me !😊

4 out of 5 stars 4 This item

Amber Sep 11, 2025

Great tool for starting a new business

Amber Sep 11, 2025

Response from Michael Gly

Thank you very much for sharing !😊 Anytime , i will be here for help , if you need !😊

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Listed on Sep 4, 2026