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Small Business Bookkeeping Spreadsheet, Income Expense Tracker (Digital Download)

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Highlights

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

Small Business Bookkeeping spreadsheet for Excel & Google Sheets — track income, expenses, profit and loss, sales tax and quarterly taxes for self employed, freelancers and Etsy sellers. Instant digital download, fully automated.

KNOW YOUR NUMBERS IN 10 MINUTES A WEEK ★

Made for freelancers, side-hustlers, Etsy sellers and small business owners who want clean books without accounting software. Log your income and expenses — every report builds itself.

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WHAT'S INSIDE (9 tabs)
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✔ DASHBOARD — year-to-date income, expenses, profit, margin, unpaid invoices, income vs expense chart, profit trend, top spending categories
✔ INCOME LOG — 400 rows, dropdown categories, paid/pending tracking
✔ EXPENSE LOG — 400 rows, tax-deductible flagging, receipt references
✔ INVOICE TRACKER — days-overdue counts automatically until you mark it paid
✔ MILEAGE LOG — trips × IRS rate = a deduction most people miss
✔ MONTHLY P&L — a clean profit & loss statement by month and category
✔ QUARTERLY TAX ESTIMATOR — how much to set aside, with US due dates
✔ SETTINGS — rename any category once, every tab updates
✔ START HERE — 5-step quick start (you'll be logging in minutes)

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WORKS IN
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• Microsoft Excel (2016 or newer, desktop or Microsoft 365)
• Google Sheets (free) — import instructions included on the Start Here tab
• Numbers on Mac (basic support; Excel/Google Sheets recommended)

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HOW IT WORKS
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1. Instant download after purchase (no physical item ships)
2. Open in Excel, or import to Google Sheets (2 minutes, guided)
3. Enter your business name and tax rate on Settings
4. Log as you go — dashboards, P&L and tax estimates update automatically

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FAQ
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Q: Do I need formulas or accounting knowledge?
A: No. You only type into the log tables and dropdowns. Everything else is automatic.

Q: Can I use it for any year?
A: Yes — change "Tracking year" on Settings and reuse it every year.

Q: Is this tax advice?
A: No — the estimator is a planning tool. Your accountant will love the clean records, though.

License: personal/single-business use. Please don't resell or share the file.
Because this is an instant digital download, all sales are final — but message me with any problem and I'll make it right.

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Listed on Jul 28, 2026
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