Bookkeeping Spreadsheet Small Business, Income and Expense Tracker, Google Sheets & Excel, Profit and Loss, Self Employed Tax, Invoices

Know exactly how your business is doing. Track income and expenses, see your profit and loss every month, set money aside for tax, log business mileage and follow up unpaid invoices, all in one simple spreadsheet for Excel and Google Sheets.

Made for freelancers, makers, online sellers, small shops, service businesses and anyone self-employed. No accounting software or monthly subscription needed.

WHAT YOU GET
• Small Business Bookkeeping Spreadsheet, blank version (.xlsx) for your own books
• Example version (.xlsx) filled in for a sample small business, so you can see how everything works

WHAT'S INSIDE
• Dashboard: income, expenses, net profit, profit margin, tax to set aside and unpaid invoices, plus a month-by-month table and 2 charts
• Setup: business name, currency, financial year and the month it starts, tax set-aside %, mileage rate and invoice terms, plus your own income categories (up to 10), expense categories (up to 30) and payment methods
• Income: log up to 500 payments with category and payment method dropdowns
• Expenses: log up to 1,000 costs, with a receipt check that flags anything without a saved receipt
• Profit & Loss: every category, every month, with net profit, margin, mileage deduction, estimated taxable profit, tax to set aside and a quarterly view
• Mileage: up to 300 trips; round trips, rates and deductions worked out for you, even if the rate changes during the year
• Invoices: up to 100 invoices; due dates and status (Paid, Not due yet, Due soon, Overdue) update automatically
• Start Here: simple step-by-step guide

WORKS YOUR WAY
• Any currency: type your symbol ($, £, €, AED, ₹ ...)
• Any financial year: starts in January, April (UK tax year) or any month you choose
• Miles or kilometres
• Rename categories to fit your business
• Excel (Microsoft 365, Excel 2016 or later) and Google Sheets (free with a Google account)

HOW IT WORKS
1. Download the files after purchase.
2. Open in Excel, or upload to Google Drive and open with Google Sheets.
3. Fill in the Setup tab (about 10 minutes).
4. Log income and expenses as they happen. Your dashboard and P&L update by themselves.

GOOD TO KNOW
• This is a digital download. No physical item will be shipped.
• Tax to set aside is a simple estimate to help you save. This is a bookkeeping tool, not tax or accounting advice.
• For use in your own business. Please don't resell or share the file.
• Because this is a digital file, returns aren't accepted, but if anything doesn't work, message us and we'll fix it.

HOW THIS WAS MADE
Designed by YellowCellStudio with the help of AI tools, under the guidance of Mujahid Saif. Every formula is tested in Excel and Google Sheets, and each file is reviewed and verified by Mujahid Saif before release.

Questions? Send us a message on Etsy. We usually reply within 24 hours.