Simple Books: Small Business Bookkeeping Spreadsheet, Income Expense Tracker, Profit Loss Template (Excel + Google Sheets)

Seller's description

Simple bookkeeping your accountant will love — without the monthly software subscription. Set up in one afternoon, close your books in 15 minutes a month. Instant download: Excel + Google Sheets ledger, monthly close checklist, migration guide and quick-start.

You don't hate bookkeeping. You hate paying $30–90 every month for software that syncs wrong, upsells features you didn't ask for, and raises prices every year.

If your business is you (plus maybe a contractor or two), you don't need accounting software. You need organized books your accountant can work with — and a ritual that keeps them organized. That's the Simple Books Kit.

WHAT YOU GET (instant download)

1. The Ledger (.xlsx — Excel + Google Sheets)
One clean workbook, formulas only — no macros, no scripts, nothing to "enable":
• Income & Expenses journals with dropdown categories and a Reviewed column
• Automatic P&L by month, quarterly view, category-by-month pivot, cash summary
• Dashboard: income, expenses and profit year-to-date, top spending, and a "rows still to review" counter that tells you exactly when you're done
• Setup tab: your currency, your year, your categories (US/UK wording presets included, plus room for your own)
• Mileage log and a ready-to-send "For Your Accountant" year-end tab
• Owner pay handled correctly out of the box (it stays out of your profit — a classic DIY-spreadsheet mistake, already solved)

2. Monthly Close Checklist (1-page PDF)
The 15-minute monthly ritual that replaces bank feeds: enter, categorize, sanity-scan, close. This ritual is the actual product — the spreadsheet just makes it easy.

3. "Leave QuickBooks in One Afternoon" (PDF guide)
The calm exit plan from subscription accounting software: export everything you own, map your accounts (mapping table included), bring over this year's numbers, verify the totals match, cancel. Nothing irreversible until your data is safely archived. Mid-year path included.

4. Quick-Start (PDF)
Working books in 5 minutes — literally three rows and a look at the Dashboard.

WHY A SPREADSHEET (DONE RIGHT) BEATS SOFTWARE AT THIS SIZE
• One payment. Software costs that much every single month.
• No login, no sync to break, no "reconnect your bank" emails.
• No black box — every number is a formula you can see.
• Yours forever. Next year: copy the file, done.
The honest trade-off: there's no automatic bank feed. The Monthly Close ritual replaces it with 15 deliberate minutes a month — and nothing ever silently mis-categorizes your coffee as "Meals & Entertainment."

WHO IT'S FOR
✔ Freelancers, consultants, solo service businesses
✔ Etsy and small e-commerce sellers who've outgrown a shoebox but not into software
✔ Anyone staring at another accounting-software price increase email

WHO IT'S NOT FOR (please don't buy if this is you)
✘ Employees on payroll → you need payroll software
✘ Inventory across locations or accrual accounting → you need real accounting software
✘ 50+ invoices a month through your books → keep invoicing in your payment processor

HOW IT WORKS
Instant download after purchase (Etsy emails you a link; files are also under Your Account → Purchases). Excel: just open it. Google Sheets: File → Import → Upload → "Replace spreadsheet" — one step, instructions included. All formulas work in both; no macros.

THE GUARANTEE
7 days, no forms, no questions. If it's not for you, message us, get your money back, keep the files. Support is a human: message us on Etsy with any question — setup, migration, a formula you're unsure about.

FAQ
Q: Excel or Google Sheets? — Both. It's an .xlsx file; open in Excel or import into Google Sheets in one step.
Q: I'm mid-year in my current software. Is switching messy? — No. The migration guide has a specific mid-year path: monthly totals for closed months, full detail going forward.
Q: Will my accountant accept this? — The year-end "For Your Accountant" tab is exactly what accountants ask messy clients for: clean totals by category, cash basis, plus a document checklist.
Q: US only? — No. Currency is configurable and category wording has US and UK presets; the bookkeeping core is universal and not tied to any country's tax forms.

FINE PRINT
Digital product — nothing is shipped. Personal / single-business license (plain-English LICENSE.txt included); not for resale. Simple Books Kit is a template and educational material — not accounting or tax advice, and not a tax-preparation tool; categories are generic bookkeeping categories, not mapped to any tax form. QuickBooks is a trademark of Intuit Inc.; this independent product is not affiliated with or endorsed by Intuit. Designed by Ramas with AI-assisted drafting and code-generated layouts; every formula was tested against a 12-month test dataset and every page reviewed by a human.