Sumwise

Arizona, United States

14
Sales
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. 5.0 (10)
8 months
on Etsy
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. 5.0 (10)
14
sales
8 months
on Etsy
14
Sales
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. 5.0 (10)
8 months
on Etsy
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. 5.0 (10)
14
sales
8 months
on Etsy

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Last updated on Aug 12, 2026
Sumwise

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Sumwise

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5.0 (10)
Average item review
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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About Sumwise

Financial Planning Tools for Small Business Owners

Sales 14
On Etsy since 2026

Financial Planning Tools for Small Business Owners

Done-right financial tools for small business owners.

Shop members

  • shop-member-photo
    Sumwise

    Owner

    Finance professional with 18 years in credit and small-business lending. I build simple, done-right financial tools — bookkeeping, tax, and loan-readiness spreadsheets — that help small business owners understand their numbers without the stress.

Shop policies

Last updated on Aug 7, 2026

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Cancellations: not accepted

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More information

Last updated on Aug 12, 2026

Frequently asked questions

What software do I need to use Sumwise products?

Sumwise spreadsheets are designed for Microsoft Excel and Google Sheets. Each listing explains exactly what file formats are included.

Are instructions included?

Yes. Each product includes simple setup and use instructions so you can begin entering your information without needing advanced spreadsheet or accounting experience.

Do I need to be good at spreadsheets?

No. Sumwise tools are designed for everyday small-business owners. Input areas are clearly marked, and calculations and dashboards update automatically as you enter your information.

Are these products financial or tax advice?

No. Sumwise products are educational planning and organizational tools only. They do not replace advice from a qualified accountant, tax professional, attorney, lender, or financial advisor.

Can I reuse my spreadsheet each year?

Yes. Save a fresh copy for each new year, business, or planning period. This allows you to keep previous records while starting with a clean version.

Is there a subscription fee?

No. Sumwise products are one-time digital purchases with no monthly subscription required.

How do I use the Google Sheets version?

If a Google Sheets version is included with your purchase, open the provided link and choose “Make a copy” to save your own editable version to Google Drive. Your copy is private to your Google account.

What happens after I purchase?

This is a digital product, so no physical item will be shipped. After purchase, download the files included with your order and follow the Start Here or Quick Start instructions provided with the product.