Small Business Bookkeeping Spreadsheet – Excel & Google Sheets Template for Income & Expense Tracking

Small Business Bookkeeping Spreadsheet Template for Income and Expense Tracking in Excel & Google Sheets

This template includes Profit and Loss, Sales Tax Tracker, and Accounting Ledger.

Effortlessly manage your business finances with this intuitive Bookkeeping Template for Excel & Google Sheets. Track your income, expenses, and profits with ease. Analyze your business performance using a 5-year dashboard that provides monthly, yearly, and cumulative tracking. Simply enter your transactions, and the template takes care of the rest! Created specifically for small business owners, this tool streamlines bookkeeping and makes it hassle-free.

Features

– Intuitive and Quick Set Up Just in a Few Steps
– 5-Year Business Growth Analytics
– Advanced Operational Tracker
– Integrated Multi-Bank Account Support
– Global Dashboard with a Detailed Summary
– Profit Tracking & Expense Budget Management
– Dynamic Dashboards for Greater Analysis
– Global Tax Reporting Dashboard

Easy Set Up

– Select Year, Base Currency, and Income Tax
– Set Your Profit Goals and Expense Budget
– Set Your Streams of Revenue and Expenses

Monthly Dashboard

– Profit Tracking and Expense Management
– Dynamic Monthly Dashboard Views
– Key Analytics to Track Your Business Growth

Annual Dashboard

– Profit Tracking and Expense Management
– Dynamic Annual Dashboard Views
– Key Analytics to Track Your Business Growth

Financial Year

– Track and analyze financial data by fiscal year
– Summarized view of annual income, expenses, and profit
– Helps in setting yearly financial goals

5-Year Forecast

– Profit Tracking and Expense Management
– Revenue and Expense Distribution per Category
– Net Income and Business Growth Over 5 Years

Income Expense Trackers

– Multi-Currency Converter Integrated
– Categorization in Sources & Products/Services
– Tax Accountability for Annual Tax Reporting

WHAT’S INCLUDED?

– Step-by-step instructions 
– 4 Templates of Spreadsheets
– Sample Google Sheet with Mock Data
– Blank Google Sheet
– Sample Excel with Mock Data
– Blank Excel
– Editable in Google Sheets and Microsoft Excel
– Compatible with MAC, PC, Phones, or Tablets

HOW IT WORKS & REQUIREMENTS

YOU WILL NEED:

– A device to access Google Sheets or Microsoft Excel
– A Google Account (if using Google Sheets)
– Microsoft Excel software (if using Excel)
– Basic computer skills

HOW IT WORKS:

1. Purchase and download instantly.
2. Open the PDF file to access the Google Sheet link.
3. Download the Excel template.
4. Open the spreadsheet and start planning!

IMPORTANT TO KNOW:

– This is a digital download; no physical items will be shipped.
– Due to the nature of digital products, all sales are final, and refunds are not available.

COLOR DISCLAIMER:

Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.

Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.