Small Business Bookkeeping Spreadsheet, Profit and Loss, Budget, Income Expense Tracker, Cash Flow, Google Sheets & Excel Template
Item highlights
Seller's description
Simple bookkeeping without accounting software: one ledger gives you a profit & loss statement, cash in every account, budget vs spent, sales tax owed and what you've paid yourself.
WHAT'S INSIDE
• DASHBOARD — income, expenses, net profit, cash in all accounts, sales tax to pay and owner pay; month by month with cash at month end; account balances; this month vs last; closest to budget.
• TRANSACTIONS — one ledger for everything. Type (Income, Expense, Owner pay, Owner money in, Sales tax paid, Transfer) decides what counts as profit and what just moves cash. Receipt link on every row.
• PROFIT & LOSS — every income and expense category by month, with totals, net profit and margin.
• BUDGET — monthly budget per category: spent, left and % used, this month and year to date.
• BREAK-EVEN — sales and revenue needed to cover costs and to hit your profit goal.
• SETTINGS — up to 8 accounts with opening balances, your categories and monthly budgets.
HOW YOU GET IT
• Instant digital download — nothing is shipped.
• Download the PDF: it holds your Google Sheets link (click → Make a copy).
• The Excel file (.xlsx) is in the download too.
GOOD TO KNOW
• Works in Google Sheets (free) and Microsoft Excel. Editing is easiest on a computer.
• Comes with example data so you can see it working — delete it in a minute.
• Any currency. Category names are yours to change.
• Estimates and records only — not tax, legal or financial advice.
• Because it's a digital file, there are no returns — but message me with any question and I'll help.
If something goes wrong with an order, we've got your back for all eligible purchases. View program terms
NowPrice:$16.09
Original Price: $22.99
30% off
Sale ends on November 21
You can only make an offer when buying a single item
Delivery
Instant download
Your files will be available to download once payment is confirmed. Here's how.
Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.
Seller's description
Specifications
Simple bookkeeping without accounting software: one ledger gives you a profit & loss statement, cash in every account, budget vs spent, sales tax owed and what you've paid yourself.
WHAT'S INSIDE
• DASHBOARD — income, expenses, net profit, cash in all accounts, sales tax to pay and owner pay; month by month with cash at month end; account balances; this month vs last; closest to budget.
• TRANSACTIONS — one ledger for everything. Type (Income, Expense, Owner pay, Owner money in, Sales tax paid, Transfer) decides what counts as profit and what just moves cash. Receipt link on every row.
• PROFIT & LOSS — every income and expense category by month, with totals, net profit and margin.
• BUDGET — monthly budget per category: spent, left and % used, this month and year to date.
• BREAK-EVEN — sales and revenue needed to cover costs and to hit your profit goal.
• SETTINGS — up to 8 accounts with opening balances, your categories and monthly budgets.
HOW YOU GET IT
• Instant digital download — nothing is shipped.
• Download the PDF: it holds your Google Sheets link (click → Make a copy).
• The Excel file (.xlsx) is in the download too.
GOOD TO KNOW
• Works in Google Sheets (free) and Microsoft Excel. Editing is easiest on a computer.
• Comes with example data so you can see it working — delete it in a minute.
• Any currency. Category names are yours to change.
• Estimates and records only — not tax, legal or financial advice.
• Because it's a digital file, there are no returns — but message me with any question and I'll help.
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Item typeDigital download
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Digital file type(s)1 PDF, 1 other file
If something goes wrong with an order, we've got your back on all eligible purchases. View program terms
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