Small Business Bookkeeping Template – Income & Expense Tracker | Excel & Google Sheets Accounting Spreadsheet
Easily manage your business finances with this All-in-One Bookkeeping Spreadsheet Template for small business owners, freelancers, and entrepreneurs. Whether you’re using Google Sheets or Microsoft Excel, this template helps you track income, expenses, profit & loss, sales tax, and more—all in one file. Designed for simplicity, this tool is perfect for beginners and non-accountants who need a clear, accurate, and professional way to manage finances.
✅ Key Features
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💱 Works with any currency – just set it once
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🗓 Track up to 5 years of business performance in one file
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📊 Includes Monthly, Annual, Comparison & Custom Dashboards
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📈 Automatic calculations & data visualizations
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🌍 Accessible on multiple devices (Google Drive or Excel)
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🎯 Clean, minimal design – only what you need, no clutter
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🔒 Stay organized and confident with built-in sales tax tracker and balance sheet template
📂 What’s Inside
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10 Essential Spreadsheet Tabs:
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Monthly Dashboard
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Annual Dashboard
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Five-Year Dashboard
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Comparison Dashboard
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Custom Dashboard
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Sales Tax Tracker
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Balance Sheet (Bonus!)
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Income Transactions
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Expense Transactions
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Setup Page
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📁 BONUS: A tax-free version included if you don’t need tax tracking
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📝 Full Instructions + 16-Page Quick Start Guide
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🧪 Sample Sheet with Demo Data for easy understanding
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🖥️ Compatible with Google Sheets & Microsoft Excel
🧠 Who Is It For?
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Small business owners
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Online sellers (Etsy, Shopify, Amazon)
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Coaches, consultants, freelancers
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Content creators and service providers
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Anyone needing simple and smart bookkeeping tools
💻 Requirements
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A device with internet access
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Google Account (for Google Sheets) or Microsoft Excel
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Basic spreadsheet and computer skills
⚠️ Important Notes
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📌 This is a digital product – no physical items will be shipped
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❌ Due to the nature of digital downloads, no refunds can be issued
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📄 For personal use only – not for resale or redistribution
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💼 This template is not financial or legal advice