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Small Business Bookkeeping Spreadsheet for Google Sheets and Excel, Income and Expense Tracker, Profit and Loss Template, Self Employed

Price:$21.65

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  • Digital download
  • Digital file type(s): 1 PDF, 2 other files

Simple books for a small business, sole trader or freelancer. Log income and expenses as they happen; the profit and loss, dashboard and year-end summary build themselves.

WHY THIS WAS MADE
Small business owners and the self employed often keep receipts in a shoebox, income in a banking app and invoices in email, then scramble at tax time. Accounting software can feel like too much for a simple business.
This small business bookkeeping spreadsheet is a simple income and expense tracker for Google Sheets and Excel. Everything lives in one file, including unpaid invoices and a mileage log, so you always know where the business stands and tax time starts with organised records, not a pile of receipts. Not tax or accounting advice.

9 CONNECTED TABS
- Setup: business name, financial year start, income and about 20 expense categories with tax-deductible flags, payment terms, tax set-aside %
- Income Log: 1,000 rows with paid, unpaid and overdue status
- Expenses Log: 1,500 rows with receipt tracking
- Mileage Log: trips, distance and your rate per km or mile
- Invoices: unpaid invoices with days outstanding and ageing
- Monthly P&L: 12 months by category, profit and margin
- Dashboard: year-to-date totals and 2 charts
- Year-end Summary: totals plus a checklist for your accountant

YOU GET
The blank workbook, a filled example business to explore, and a Start Here guide (PDF).

WORKS WITH
Microsoft Excel (Windows and Mac) and Google Sheets (free: upload to Google Drive and open with Google Sheets). Any currency. No macros.

Please note: this is a record-keeping tool, not tax or accounting advice. The tax set-aside is a reminder amount at the percentage you choose.

INSTANT DOWNLOAD. This is a digital product: nothing is shipped. After purchase, download the files from your Etsy purchases page. Because files are delivered instantly, all sales are final. If a file is broken or missing, message us on Etsy and we'll fix it the same week.

LICENCE. For your personal use. Please don't resell, share or republish the files.

AI USE. Chalkline designs every product and uses AI-assisted design and writing tools as part of the process. Dates, links and formulas are checked before release.

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Listed on Oct 20, 2026
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