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Small Business Bookkeeping Spreadsheet Profit and Loss Order Inventory Barcode Tracker Client Tracker Pricing Calculator Excel Google Sheets

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  • Designed by JrenDigital
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 ZIP

SMALL BUSINESS FINANCE BUNDLE SPREADSHEET
This Small Business Finance Bundle gives you everything you need to manage your entire financial life in one place. Track income, expenses, sales tax, inventory, clients, lead pipelines, and multi-year business performance, while also staying on top of your personal bills, savings goals, net worth, and debt payoff.

With 46 tabs across 4 powerful spreadsheets (Google Sheets + Excel), you get smart dashboards and fully organized systems that save time and keep all aspects of your finances running smoothly.

INCLUDES 4 FILES:

👉🏻 FILE 1 : SMALL BUSINESS BUNDLE
✓ Setup
✓ Income Log
✓ Expenses Log
✓ Account Balance
✓ Monthly Dashboard
✓ Quarterly Dashboard
✓ Annual Dashboard
✓ 5-Year Dashboard
✓ Custom Dashboard
✓ Comparison Dashboard
✓ Sales Tax Tracker
✓ Sub-Category Dashboard
✓ Mileage Tracker

👉🏻 FILE 2 : INVENTORY TRACKER
✓ Setup
✓ Inventory & Materials
✓ Price Calculator
✓ Price List

👉🏻 FILE 3 : CLIENT TRACKER
✓ Setup
✓ Client Tracker

👉🏻 FILE 4 : ULTIMATE ANNUAL BUDGET
✓ Setup
✓ Payments
✓ Manual Log
✓ Accounts
✓ Calendar (Smart Calendar)
✓ Weekly V.E. (Variable Expenses)
✓ Paycheck Dashboard
✓ Monthly Dashboard x 12
✓ Annual Dashboard
✓ Annual Breakdown
✓ Quarterly Dashboard
✓ 50/30/20 Dashboard
✓ Savings/Sinking Funds
✓ Debt Payoff + Debt Custom
✓ Net Worth Tracker
✓ Bonus tab (Group Category)

CURRENCY
If you need a different currency other than $, please send me a message on Etsy and I will customize your template for you within 24 hours from receiving your message.

ONLY COMPATIBLE WITH GOOGLE SHEETS & EXCEL
✅ GOOGLE SHEETS - you only need a Google account (Gmail) to use this template. It's FREE to use it, no software/programs required.
✅ EXCEL - only compatible with the latest version of Excel (MS 365 & Excel 2024). Older excel versions are not supported. Google Sheets version is always included as an alternative.

AFTER YOUR PURCHASE
✓ Here is a helpful guide on how to access your digital download from Etsy: https://help.etsy.com/hc/en-us/articles/115013328108-Downloading-a-Digital-Item?segment=shopping
✓ You will receive 2 digital files: PDF file with a link to the Google Sheets template and an Excel file.
✓ Inside your spreadsheet you can find the instructions on how to use your template - go to the first sheet/ tab called 'Instructions'.
✓ Please message me on Etsy if you have any other questions!

PLEASE READ:
✓ DIGITAL PRODUCT - This is an instant digital download; no physical product will be shipped to you.
✓ REFUNDS POLICY - No refunds, exchanges, or cancellations on digital purchases.
✓ COPYRIGHT - This product is for personal use only. It is prohibited to resell, share or reproduce this product for commercial use with or without modifications.
✓ FOR INFORMATION ONLY - Please understand that while every care and consideration has been taken to ensure the data expressed in this product is accurate, JRen Digital is not responsible or liable for any specific tax or legal liability or advice. We suggest you do your own research on such matters and if needed contact a licensed professional before making any financial decisions. Under no circumstances can or will JRen Digital be held responsible for any costs, losses, damage or injuries (directly or including without limitation indirect loss or damages) that result from the use of this product.

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Please don't hesitate to message me if you have any questions :) Thanks so much for your support!

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JrenDigital
Ren Ren
JrenDigital ·

Australia

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. 4.8
·
77.4k sales
·
3 years on Etsy
Message seller

Typically responds within a few hours

Typically responds within a few hours

Speedy replies Has a history of replying to messages quickly.

Reviews for this item

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

5.0

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.

(45 reviews)

5.0 Item quality
5.0 Shipping
4.9 Customer service
100% Buyers recommend
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5 out of 5 stars 5 This item

Lizzy Apr 22, 2026

This bundle is great for my small business! The tutorials are very helpful, and the workbooks themselves are very easy to use and informative. I needed a better system for my bookkeeping and this is exactly what I was looking for. Highly recommend!!

Lizzy Apr 22, 2026

Response from Ren Ren

Hi Lizzy, Thanks so much for your amazing words and so glad you're getting great use out of the sheets. I work hard to making great products, so glad you're getting use out of them

5 out of 5 stars 5 This item

Jaedrian Jan 31, 2026

Great design and tutorials for my small business

Jaedrian Jan 31, 2026

5 out of 5 stars 5 This item

Anna Jan 28, 2026

Been in chats for clarity and assistance

Anna Jan 28, 2026

Response from Ren Ren

Thanks so much for reaching out, I have replied to your message. If you need any further help please don't hesitate to message me anytime 🙂

5 out of 5 stars 5 This item

Alicia Jan 25, 2026

This has all the tracking that I need for my new business!

Alicia Jan 25, 2026

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