Bookkeeping Spreadsheet Small Business Finance Tracker Excel Easy Income & Expense Template Google Sheets Profit and Loss Accounting Sales

Take control of your business finances with our all-in-one Bookkeeping Spreadsheet for Google Sheets & Microsoft Excel!

Tired of messy spreadsheets and confusing accounting software? Whether you're a small business owner, freelancer, or self-employed entrepreneur, this powerful bookkeeping system helps you confidently track income, expenses, profit, and taxes—all in one place.

☑️ Log income and expenses with ease – Clean input tabs designed for daily, weekly, or monthly bookkeeping
📊 Get real insights fast – Automated dashboards for monthly, annual, and 5-year overviews
🏦 Track bank account balances – Always know how much is in each account
📆 Custom reporting – Review performance over any time range with flexible date selection
📈 Compare time periods – Instantly see how you’re tracking across campaigns, quarters, or financial years
🧾 Stay tax-ready – Automated monthly tax tracker to help you prep for BAS, VAT, or year-end
📄 View profit & loss – Simple summaries of your income, expenses, and net profit
🧠 Built for real businesses – Designed by a Chartered Accountant and optimized for clarity, not clutter
💻 Beginner-friendly – Minimalistic layout, step-by-step instructions, and pre-built dropdowns
🗃️ Use for up to 5 years – No need to start fresh every January

WHAT’S INCLUDED?

You’ll receive a full bookkeeping system that includes:
✔️ Setup Tab – Set your currency, start month, categories, bank accounts, and profit goals
✔️ Income & Expense Trackers – Log transactions with automatic tax and net amount calculations
✔️ Bank Balances – See real-time account balances based on your transactions and adjustments
✔️ Monthly Dashboard – Select any month to view income, expenses, profit, margin, and category breakdowns
✔️ Annual Dashboard – Track 12-month trends, profits by month, and overall performance
✔️ Custom Dashboard – Choose any date range to analyze your finances
✔️ Comparison Dashboard – Compare 3 different time periods side by side
✔️ 5-Year Dashboard – View your financial growth over up to 5 years
✔️ Balance Sheet & Income Statement – Input accountant figures for a clear financial snapshot
✔️ Tax Tracker – View incoming and outgoing tax by month to stay compliant

Your purchase comes with:
🚀 Instant access to both Google Sheets & Microsoft Excel files
💌 Friendly daily support via Etsy direct messages—we’re here to help!

HOW DOES IT WORK?

✔️ Complete your purchase
✔️ Download your files instantly via your Etsy 'purchases' screen, or your confirmation email
✔️ Open the spreadsheet in Google Sheets or Excel and start managing your finances right away

PLEASE NOTE:

• This is a digital download. No physical product will be shipped.
• Works in Google Sheets and Microsoft Excel (365, Excel Online, or Excel Desktop 2021+). Some formatting may differ slightly between platforms.
• Google Sheets requires a free Google account.
• This product is for personal or internal business use only. Redistribution, resale, or reproduction is not permitted.
• This spreadsheet is a tool for financial organization and not intended as professional financial, accounting, or legal advice.
• As a digital product, this item is non-refundable.
• Terms of use are included in your download.

Need help or have questions before buying?
Send me a message—I’m happy to help!