Bookkeeping Template Small Business Spreadsheet Income Expense Tracker Accounting Spreadsheet Google Sheets Excel Profit and Loss Dark Mode

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

• 💱 Works with any currency – just set it once

• 🗓 Track up to 5 years of business performance in one file

• 📊 Includes Monthly, Annual, Comparison & Custom Dashboards

• 📈 Automatic calculations & data visualizations

• 🌍 Accessible on multiple devices (Google Drive or Excel)

• 🎯 Clean, minimal design – only what you need, no clutter

• 🔒 Stay organized and confident with built-in sales tax tracker and balance sheet template

📂 What’s Inside

• 10 Essential Spreadsheet Tabs:

  • Monthly Dashboard

  • Annual Dashboard

  • Five-Year Dashboard

  • Comparison Dashboard

  • Custom Dashboard

  • Sales Tax Tracker

  • Balance Sheet (Bonus!)

  • Income Transactions

  • Expense Transactions

  • Setup Page

• 📁 BONUS: A tax-free version included if you don’t need tax tracking

• 📝 Full Instructions + 16-Page Quick Start Guide

• 🧪 Sample Sheet with Demo Data for easy understanding

• 🖥️ Compatible with Google Sheets & Microsoft Excel

🧠 Who Is It For?

• Small business owners

• Online sellers (Etsy, Shopify, Amazon)

• Coaches, consultants, freelancers

• Content creators and service providers

• Anyone needing simple and smart bookkeeping tools

💻 Requirements

• A device with internet access

• Google Account (for Google Sheets) or Microsoft Excel

• Basic spreadsheet and computer skills

⚠️ Important Notes

• 📌 This is a digital product – no physical items will be shipped

• ❌ Due to the nature of digital downloads, no refunds can be issued

• 📄 For personal use only – not for resale or redistribution

• 💼 This template is not financial or legal advice