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Small Business Income/Expense Tracker, Monthly Budget and Cash Flow Spreadsheet, User-Friendly Profit & Loss System, Excel Template

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Highlights

Not a numbers person? Shoebox 2 Spreadsheets helps you focus on your business without worrying about where your money is going.

The only inputs that are required are your monthly budget and income/expense transactions using your customized categories to easily track your expenses. Everything after that is automated - charts, graphs, and your profit & loss statement. Simple!

Features Include:

-List of suggested income/expense categories
-Ability to customize your own income/expense categories
-Dashboard to quickly see how your business is performing
-Annual profit & loss statement to give to your accountant for your tax return
-Monthly budget to help control expenses and highlight areas of increased spending
-Separate tabs with mini profit & loss for each month

INSTRUCTIONS FOR GOOGLE SHEETS: save the file containing the words "Google Sheets" in the title (to your desktop or wherever you want to keep it) -> go into Gmail -> open up google drive -> hit new -> file upload -> chose your file from your desktop (or wherever you saved it) -> open the file and start entering your info!

*** INSTANT DOWNLOAD *** As soon as your payment has been processed, you will receive access to download the digital file through Etsy. No physical product will be sent. The only items you will need are a computer, Microsoft Excel or Google Sheets, and a very basic knowledge on how to use it. A detailed instruction sheet is included within the spreadsheet.

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Shoebox2Spreadsheets
Wes Kirtz
Shoebox2Spreadsheets ·

United States

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 4.9
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5.2k sales
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10 years on Etsy
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Reviews for this item

Buyer highlights, summarized by AI: Easy to use · Works great · Helpful seller · Great file · Lovely · Easy to edit · Exactly what I wanted

5.0

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(15 reviews)

5.0 Item quality
5.0 Shipping
5.0 Customer service
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5 out of 5 stars 5 This item

michele Mar 24, 2026

Thank you. I wish I had found this last year. This is so easy,

michele Mar 24, 2026

5 out of 5 stars 5 This item

Krzysztof Jan 10, 2024

Great template. Easy to use

Krzysztof Jan 10, 2024

5 out of 5 stars 5 This item

Janice Jan 2, 2024

lovely template .easy to use

Janice Jan 2, 2024

5 out of 5 stars 5 This item

Derek May 25, 2022

Works perfectly, easy set up and easy to maintain!

Derek May 25, 2022

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