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Small Business Bookkeeping Tracker, Excel Google Sheets, Income Expense Profit (Instant Download)

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Highlights

  • Designed by ThePlainLedger
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF, 2 other files

SMALL BUSINESS BOOKKEEPING & TAX TRACKER — Excel and Google Sheets, with a worked quarter already inside

Most bookkeeping templates have the same hole in them: they treat the money you pay yourself as a business expense. Do that and your profit is wrong, your tax figure is wrong, and a good year looks like a bad one.

This one keeps your own wages on a separate tab, where they belong. It also has a business-use column, so 60% of a phone bill is 60% — not all of it and not nothing.

IT ARRIVES FILLED IN

Nine sales, twelve costs, five journeys and four owner movements across a worked quarter. Nothing is blank, so you can see exactly what every column does before you touch it. Then you type over it.

THE EIGHT TABS

Start Here — what each tab does, the colour rules, and the honest limits.
Setup — six answers: your financial year, the share of profit you set aside for tax, whether you charge sales tax or VAT, and your mileage rate. Underneath them, where you stand today.
Money In — 400 rows. Sales, payouts, wholesale, workshops. Sales tax split out only if you say you charge it.
Money Out — 500 rows, 15 categories, with a Business use column that works out the deductible figure for you.
Mileage — 200 journeys at whatever rate your tax office allows.
Owner Money — money you took out, money you put in. Neither is income and neither is a cost.
Month by Month — 24 months: profit, tax to set aside, what you drew, and what the business actually kept.
Categories — every category totalled, each cost shown as a share of your income.

THE HALF PAGE THAT MATTERS

The bottom of the Setup tab answers the only questions a small business really asks:

Profit before tax. Tax you should have set aside. What you have actually moved. Short by — in red, because it is not your money. Then what you have taken out, what you have put in, and the profit that is genuinely still in the business.

In the worked example that last figure is positive but the tax pot is short by $1,027.59. That is the situation almost every small business is in and almost none of them can see.

ANY COUNTRY, ANY CURRENCY

Your tax percentage, your sales tax rate, your mileage rate. Nothing here assumes where you live, because a file that does is wrong for almost everybody. Say No to sales tax and every figure you type is simply the whole amount — no columns to ignore.

TWO COPIES IN THE DOWNLOAD
One workbook has the worked example filled in, so you can see what every column expects before you touch anything. The second is the same file completely blank — same tabs, same formulas, same charts — ready for your own numbers from the first row. Start on whichever suits you.


WORKS WITH
Microsoft Excel 2016 or newer, Windows or Mac. Google Sheets — upload and open with Sheets; every formula works, the dropdowns look a little different, the print settings do not carry across. LibreOffice. No macros, so nothing to enable and nothing your antivirus will object to.

HONEST LIMITS — please read before buying
- It is not accounting software. No bank feed, no invoicing, no double entry, no VAT return, no filing. It is a clean record you can hand to an accountant, and most of them would rather have this than a shoebox.
- It does not know your tax rules. Every rate is a number you type. Nothing here is tax advice.
- No stock valuation and no depreciation. Equipment is a cost in the month you bought it.
- One currency at a time. There is no exchange rate handling.
- It will not fill itself in. Fifteen minutes on a Friday with the bank statement open. Skip a month and the numbers stop being true.
- Capacity: 400 income rows, 500 cost rows, 200 journeys, 100 owner movements, 24 months.

ABOUT ACCESS — I never ask for shop access. No password, no manager invite, no app permissions. You buy the file, you download it, that is the whole transaction.

Instant download. Two files — the spreadsheet and a written Start Here guide — on the order page as soon as payment clears.

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Selçuk Karabüyük
ThePlainLedger ·

Türkiye

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. 5.0
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Listed on 14 Aug, 2026
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