Small Business Bookkeeping | Google Sheets Template
Keep your small business books simple. Log your sales and expenses, and this Google Sheets bookkeeping template does the maths: monthly profit, spending by category, income by stream and your profit goal, all on one easy dashboard.
★ WHY YOU WILL LOVE IT ★
✔ Pick any month on the dashboard and everything updates
✔ Profit goal tracker so you always know where you stand
✔ Fees and sales tax columns for every sale
✔ Charts build themselves from your logs
✔ Rename income streams and expense categories to fit your business
✔ Use any currency
★ WHAT YOU WILL RECEIVE ★
✔ PDF with your link to the Google Sheet
✔ Monthly Dashboard with month selector, KPIs and charts
✔ Annual Overview: every month side by side plus a profit chart
✔ Income Log with gross, fees, sales tax and net
✔ Expense Log with category and payment-method dropdowns
✔ Setup tab for your business name, currency, streams and categories
✔ Example data to guide you, plus a quick start guide
★ HOW IT WORKS ★
1. After purchase, download the PDF from the link in your confirmation email.
2. Click the link and choose Make a copy. It is saved to your own Google Drive.
3. Type over the example data with your own and you are ready to go.
★ GOOD TO KNOW ★
• Made for Google Sheets. A free Google account is needed. Not made for Excel or Numbers
• Works on computer, tablet and phone (the Google Sheets app works best for quick entries on a phone)
• This is a digital product. No physical item will be shipped
• For personal use only. Please do not share or resell
• Because this is a digital download, returns are not accepted. If you have any problem, reply to your download email and I will be happy to help
• This template is a tracking tool and does not give tax or financial advice