Work Smarter, Not Harder - With SimplyPMA Templates
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Last updated on Oct 9, 2025
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5.0
(33)
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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.
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Etsy buyer on Jan 25, 2026
5 out of 5 starsSuper easy to use. Modified it a bit for our own purposes but that was easy, too! I like how it is formulated for a month-to-month expense so I can always go back and look at prior month’s spreadsheet easily
Inna responded on Jan 25, 2026
I’m very happy you liked the template. thank you so much for your feedback ☺️
About SimplyPMA
Sales
896
On Etsy since 2023
Shop members
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Inna
Owner, Designer
Welcome to SimplyPMA - Smart financial spreadsheets and bookkeeping templates for small business success! Built by a CPA to help you manage budgets, track cash flow, and simplify your month-end close - all in one place.
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Accepts Etsy Gift Cards and Etsy Credits
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See item details for return and exchange eligibility.
More information
Last updated on
Dec 17, 2025
Frequently asked questions
Can I request a custom template?
Yes! I’m happy to discuss small customizations such as adding fields, adjusting formulas, or adapting the layout to your needs. For more complex projects, please message me before purchasing so we can confirm feasibility and pricing.
Can I share or resell your templates?
No. All SimplyPMA templates are for personal or business internal use only. Redistribution, resale, or sharing the file publicly is strictly prohibited. Copyright © SimplyPMA.
Do you offer refunds or exchanges?
Because digital files can’t be returned, I don’t offer refunds or exchanges. However, if you encounter any issues with your download or template, please contact me - I’m always happy to help resolve it.
How do I download my files after purchase?
Once your payment is confirmed, your files will be available to download immediately through your Etsy account under “Purchases and Reviews.” You’ll also receive a download link via email from Etsy.
I’m new to Excel - are your templates easy to use?
Absolutely! Each template is designed with simplicity in mind. You’ll find labelled sections, colour-coded input areas, and built-in formulas - so even if you’re not an Excel expert, you’ll be able to use them confidently.
Do your templates include instructions?
Yes! Most templates include an instruction tab or quick guide. If you need additional help, just message me and I’ll gladly walk you through it.
Who creates these templates and what expertise is behind them?
All templates are created by Inna, a Chartered Professional Accountant with over 15 years of experience in accounting, financial analysis, and process automation. Each template is built based on real-world accounting workflows and designed to make bookkeeping and reporting more efficient, accurate, and professional.