Small Business Bookkeeping Spreadsheet – Income, Expenses & Invoice (Google Sheets & Excel)

Description

Simple bookkeeping for Etsy sellers, freelancers and small businesses. Log your sales and expenses, and this spreadsheet gives you a monthly profit & loss, your profit margin and how much to set aside for taxes. A printable invoice template is included.

Works in Google Sheets and Microsoft Excel. Instant download, no subscription.

WHAT IT DOES

✔ Transactions log for up to 1,500 sales and expenses, with category dropdowns
✔ Income vs expense is detected automatically from the category
✔ Dashboard: year-to-date income, expenses, net profit, profit margin and tax set-aside estimate
✔ Monthly summary table and top expense categories
✔ Profit & Loss: every category for every month, with totals and a chart
✔ Invoice: fill in the client and line items, and subtotal, tax and total calculate for you. Print or save as PDF
✔ Your own income and expense categories

HOW IT WORKS

1. Add your business details and categories in Setup
2. Log sales and expenses as they happen
3. Check your Dashboard and Profit & Loss
4. Send invoices in minutes

WHAT YOU GET

• 1 spreadsheet file (.xlsx) with Start Here, Setup, Dashboard, Profit & Loss, Transactions and Invoice tabs
• Example transactions to show how it works
• Step-by-step instructions inside the file, including how to open it in Google Sheets

YOU'LL NEED

• A free Google account (Google Sheets) or Microsoft Excel
• Apple Numbers is not supported.

PLEASE NOTE

• This is a digital product. No physical item will be shipped.
• The tax set-aside is a simple estimate, not tax advice.
• Due to the nature of digital files, returns are not accepted. If you have any trouble, contact me through the Contact page and I'll help.
• For personal and small business use. Please don't resell the file.

After payment, your download link appears right away on the order confirmation page and in your email.

Made by Yellowick 💛