• May include: A digital bookkeeping spreadsheet for small businesses displayed on a laptop and smartphone screen. The interface features an annual dashboard with profit, loss, and income breakdown charts in green and pink. Text includes Small Business Bookkeeping, Etsy-Seller Ready, and 2027.
  • May include: A digital bookkeeping spreadsheet titled Planly Biz Books Pro featuring a transaction tracker with columns for date, invoice, income or expense, category, and amount. Includes nine tabs for setup, transactions, and tax reporting.
  • May include: A digital annual report dashboard titled Planly Biz Books Pro 2026, featuring data tables and charts for revenue, expenses, and profit. The interface displays sections for annual overview, profit goal progress, income versus expenses, and breakdowns in a green, pink, and white color scheme.
  • May include: A digital transaction tracker spreadsheet titled Planly Biz Books Pro. The ledger features columns for date, invoice number, income or expense, category, net amount, sales tax, other fees, total amount, and description.
  • May include: A digital business dashboard titled Planly Biz Books Pro featuring a comparison table, cashflow bar charts, net income and expense summaries, and a profit goal progress circle in shades of dark green, light pink, and white.
  • May include: An instructional graphic titled How it works 3 easy steps. It outlines three steps: 1 Download, get the PDF from Etsy purchases; 2 Make your copy, save to Google Drive; 3 Start planning, fill the setup tab. Includes tutorial and support icons.
  • May include: A digital bookkeeping tutorial interface titled Planly Biz Books Pro displayed on a laptop screen and a smartphone. The text reads Guided every step, Every template comes with a detailed online tutorial, Every step explained, Tips & troubleshooting, and Friendly support.
  • May include: A digital annual dashboard template for Google Sheets displayed on a laptop and smartphone. The interface features green and pink accents, showing financial data, profit goals, and charts. Text includes PLAN ANYWHERE, Works on every device, Computer, tablet or phone — in the free Google Sheets app, and Planly Biz Books Pro.
  • May include: A digital transaction tracker spreadsheet titled Planly Biz Books Pro with columns for date, invoice, income or expense, category, net amount, sales tax, fees, and total. Includes color-coded rows and six circular color swatches below.
  • May include: A digital template bundle advertisement featuring the text BUNDLE & SAVE, Save up to 69%, and This template is also included in. It displays two options: a Small Business Bundle with 3 templates and The Everything Bundle with 20 templates.
  • May include: A digital financial dashboard template titled Planly Money Map, displayed in both light and dark modes. The interface features annual budget charts, income versus expense graphs, and a pie chart showing money distribution.
  • May include: A digital bookkeeping spreadsheet for small businesses displayed on a laptop and smartphone screen. The interface features an annual dashboard with profit, loss, and income breakdown charts in green and pink. Text includes Small Business Bookkeeping, Etsy-Seller Ready, and 2027.
  • Product video
  • May include: A digital bookkeeping spreadsheet titled Planly Biz Books Pro featuring a transaction tracker with columns for date, invoice, income or expense, category, and amount. Includes nine tabs for setup, transactions, and tax reporting.
  • May include: A digital annual report dashboard titled Planly Biz Books Pro 2026, featuring data tables and charts for revenue, expenses, and profit. The interface displays sections for annual overview, profit goal progress, income versus expenses, and breakdowns in a green, pink, and white color scheme.
  • May include: A digital transaction tracker spreadsheet titled Planly Biz Books Pro. The ledger features columns for date, invoice number, income or expense, category, net amount, sales tax, other fees, total amount, and description.
  • May include: A digital business dashboard titled Planly Biz Books Pro featuring a comparison table, cashflow bar charts, net income and expense summaries, and a profit goal progress circle in shades of dark green, light pink, and white.
  • May include: An instructional graphic titled How it works 3 easy steps. It outlines three steps: 1 Download, get the PDF from Etsy purchases; 2 Make your copy, save to Google Drive; 3 Start planning, fill the setup tab. Includes tutorial and support icons.
  • May include: A digital bookkeeping tutorial interface titled Planly Biz Books Pro displayed on a laptop screen and a smartphone. The text reads Guided every step, Every template comes with a detailed online tutorial, Every step explained, Tips & troubleshooting, and Friendly support.
  • May include: A digital annual dashboard template for Google Sheets displayed on a laptop and smartphone. The interface features green and pink accents, showing financial data, profit goals, and charts. Text includes PLAN ANYWHERE, Works on every device, Computer, tablet or phone — in the free Google Sheets app, and Planly Biz Books Pro.
  • May include: A digital transaction tracker spreadsheet titled Planly Biz Books Pro with columns for date, invoice, income or expense, category, net amount, sales tax, fees, and total. Includes color-coded rows and six circular color swatches below.
  • May include: A digital template bundle advertisement featuring the text BUNDLE & SAVE, Save up to 69%, and This template is also included in. It displays two options: a Small Business Bundle with 3 templates and The Everything Bundle with 20 templates.
  • May include: A digital financial dashboard template titled Planly Money Map, displayed in both light and dark modes. The interface features annual budget charts, income versus expense graphs, and a pie chart showing money distribution.
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Small Business Bookkeeping Google Sheets, Income, Expense and Profit Tracker | Planly Biz Books Pro

Item highlights

  • Digital download
  • Digital file type(s): 1 PDF
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Price:$14.99

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Specifications

May include: A digital bookkeeping spreadsheet for small businesses displayed on a laptop and smartphone screen. The interface features an annual dashboard with profit, loss, and income breakdown charts in green and pink. Text includes Small Business Bookkeeping, Etsy-Seller Ready, and 2027.

2027 Small Business Bookkeeping for Google Sheets: pro-level books without the accountant price tag.

Log every sale and expense, and get monthly, quarterly, annual and 5-year profit reports, custom date ranges, comparisons, profit goals and a sales tax tracker.

📋 WHAT'S INCLUDED
• Transaction ledger: every sale and expense with its category, sales tax and fees
• Month, quarter & year: profit & loss reports generated automatically
• 5-year view: spot long-term trends and growth
• Comparisons: compare any two periods side by side
• Sales tax tracker: sales tax collected vs. paid, plus other fees, by month
• 9 tabs: Bookkeeping Setup, Transactions, Month, Quarter, Annual, 5 Years, Custom, Comparison, Taxes

📖 STEP-BY-STEP TUTORIAL
Every purchase includes a detailed online guide: every step explained, plus tips and troubleshooting. Your PDF links straight to it.

⚡ HOW IT WORKS
1. Download the PDF from your Etsy purchases
2. Tap "Make my copy" and it saves to your own Google Drive
3. Follow the setup tab, then start planning

💚 WHY YOU'LL LOVE IT
• Ready for 2027
• Free lifetime updates: your link always opens the newest version, for as long as we offer this template
• Works on computer, tablet and phone
• Private: your copy lives in your own Google Drive
• Fully customizable categories and colors
• No subscription

📌 GOOD TO KNOW
• Digital download, nothing will be shipped
• Requires a free Google account (setup is easiest on a computer)
• Made for Google Sheets (not designed for Excel or Apple Numbers)
• Screenshots show sample data; your copy starts blank
• Personal use only, please don't share or resell

🎁 SAVE WITH A BUNDLE
Get Biz Books Pro in the Small Business Bundle (3 templates, save 43% vs. buying separately) or the Everything Bundle (all 20 templates, save 69% vs. buying separately).

💬 FRIENDLY SUPPORT
Stuck or have a question? Message us anytime. We're happy to help.

Start with a template. Make it yours.
GetPlanly

  • Designed by
    GetPlanly
  • Item type
    Digital download
  • Digital file type(s)
    1 PDF
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Etsy Purchase Protection

If something goes wrong with an order, we've got your back on all eligible purchases. View program terms

Meet your seller

GetPlanly
Savannah
GetPlanly ·

United States

No reviews yet
·
1 sale
·
9 months on Etsy
Savannah
1 shop member

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Listed on Oct 5, 2026
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