Profit & Loss + Bookkeeping Tracker for Small Business & Freelancers (Excel / Google Sheets)

Log every sale and expense once – get a monthly Profit & Loss, margin and tax set-aside automatically.

What's included

• 1 .xlsx file with 2 sheets: Transactions, Profit & Loss

• Transactions: date, description, Income/Expense drop-down, 12 ready categories, amount

• Profit & Loss: 12 months + year total per category, built with SUMIFS – no manual totals

• Net profit and profit margin per month, red highlight on loss months

• Tax set-aside: pick a % and see how much to keep aside this year

• Income vs expenses bar chart

• Works in Microsoft Excel and Google Sheets (File › Import › Upload the .xlsx).

Who it's for

• Freelancers, Etsy/online sellers and small businesses who want simple bookkeeping without paid accounting software.

How to use it in 3 steps

1) Delete the sample rows in Transactions.

2) Add each sale or expense with a date, type and category.

3) Open Profit & Loss – every month, margin and the chart update instantly.

Format

• .xlsx · instant download