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Small Business Bookkeeping Spreadsheet Google Sheets Excel | Income Expense Tracker, Profit and Loss, Mileage Log, Invoice Tracker

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  • Digital download
  • Digital file type(s): 4 Files
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NowPrice:CA$8.75

Original Price: CA$17.52

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50% off

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Sale ends on 23 November

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Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

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Specifications

May include: A digital bookkeeping template for Google Sheets and Excel 2026 featuring a dashboard display on a tablet and smartphone. The graphic includes text: KNOW YOUR NUMBERS. KEEP MORE PROFIT. SMALL BUSINESS BOOKKEEPING. Income, expenses, profit and tax set-aside.

Simple bookkeeping: money in, money out, real profit.

This Small Business Bookkeeping template is a ready-to-use spreadsheet for Google Sheets and Excel. Log income and expenses with categories and clients. The dashboard shows profit this month and year, margin, top clients and how much to set aside for taxes. Profit & Loss gives every category by month for tax time. Type in the yellow cells; everything else is calculated for you.

▶ VIDEO TUTORIAL: see every tab in about a minute on YouTube: https://youtu.be/8YiR2kv1j1U

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WHAT'S INSIDE (FULL VERSION, 8 TABS)
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• Start Here: quick setup guide
• Dashboard: income, expenses, profit, margin, tax set-aside, charts
• Income: every sale or payment with client, category and method
• Expenses: every business cost with category and receipt check
• Profit & Loss: every category, every month, with yearly totals
• Invoices: open, paid and overdue invoices with days late
• Mileage: business miles and the deduction at your rate
• Setup: tax %, mileage rate, categories, clients

A tab bar at the top of every page lets you jump between tabs in one click.

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YOU GET 4 FILES
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• Full version with sample data (see it working)
• Full version, blank
• Lite version (5 tabs: Start Here, Dashboard, Income, Expenses, Setup) with sample data
• Lite version, blank

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HOW IT WORKS
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1. Download the .xlsx files after purchase.
2. Google Sheets: upload to Google Drive, open, then File > Save as Google Sheets.
Excel: open the file and click Enable Editing.
3. Follow the Start Here tab (about 10 minutes), then add your own data.

Works in Google Sheets (free) and Microsoft Excel (desktop and Microsoft 365). Not for Apple Numbers.

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LIFETIME UPDATES + FREE SMALL CHANGES
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Every improvement I make is yours for free: just download the files again from your Etsy purchases.
Need one small change? An extra column, your currency, more rows, a renamed category. Message me after your purchase and I will make it for you, free.

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PLEASE NOTE
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• This is a digital download. No physical item will be shipped.
• Numbers are estimates to help you plan, not financial or tax advice.
• Due to the digital nature of the product, I do not accept returns, but message me and I will help with any issue.

Designed by Albina at HomeBizPaperwork. Built with the help of AI tools and my own scripts, then checked in Google Sheets before every release.

  • Designed by
  • Item type
    Digital download
  • Digital file type(s)
    4 Files
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Meet your seller

HomeBizPaperwork
HomeBizPaperwork ·

California, United States

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2 months on Etsy
Albina Sabirova
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Listed on 24 Oct, 2026