Small Business Bookkeeping Template Spreadsheet for Income and Expense in Excel & Google Sheets, Profit and Loss, Sales Tax Tracker, Accounting Ledger Template
Track your business performance with this Easy Bookkeeping Template in Excel & Google Sheets. Monitor your Business’s Income, Expenses, and Profits. Visualize your performance with a 5-year Dashboard, including monthly, yearly, and five-year monitoring panels. Simply enter your transactions, and let the spreadsheet do the rest! This straightforward accounting tool is the perfect solution for Small Business owners.
This template is fully customizable! You can change everything in it – colors in tables, pie charts, etc.
WHAT’S INCLUDED ?
- Detailed video tutorial on how to use this spreadsheet
- Step by step instructions
- 4 Templates of Spreadsheets
- 1 Sample Excel Spreadsheet with Mock Data
- 1 Excel Spreadsheet with Empty Data
- 1 Sample Google Sheets Spreadsheet with Mock Data
- 1 Google Sheets Spreadsheet with Empty Data
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
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
!! IMPORTANT !!
YOU WILL NEED:
- A device to access Google Sheets or Microsoft Excel
- A Google Account (if editing through Google Sheets)
- Microsoft Excel (if editing through Excel)
- Basic computer knowledge
HOW IT WORKS:
- Purchase (instant download)
- Upload the PDF file (access to Google Sheet)
- Download the Excel template
- Open the spreadsheet (start planning!)
SOME POINTS TO CONSIDER:
This is a digital download. No physical items will be shipped after the purchase.
Due to the digital nature of the product, all sales are final, and refunds are not issued.
DISCLAIMER REGARDING COLORS:
The actual color of the spreadsheet may vary due to differences in how our screens display color. Your phone, tablet, or computer may show colors differently, just as we also perceive colors differently. Please keep this in mind when purchasing the template.
