Small Business Income and Expense Tracker | Bookkeeping Spreadsheet for Sole Proprietors | Excel Google Sheets Tax Organizer

Bookkeeping that fits in one spreadsheet, built for tax time.

If your "accounting system" is a shoebox and a prayer, this is the upgrade: log each sale and expense as it happens (30 seconds, dropdown categories), and the dashboard keeps your income, expenses, and profit current all year. When estimated taxes come due, the Quarterly Tax View already has the numbers grouped and ready for your tax preparer.

WHAT YOU GET

- Transactions tab: date, description, category dropdown (common deductible categories), income/expense, amount; room for 2,000 entries

- Dashboard: year-to-date income, expenses, net profit, expenses by category, and income vs expenses by month

- Quarterly Tax View: Q1-Q4 totals, ready for estimated taxes

- Start Here tab with plain-language instructions

No macros, no subscriptions, no accounting degree. This tracker organizes your numbers; it is not tax advice.

WORKS WITH: Microsoft Excel and Google Sheets.

GOOD TO KNOW

- One business per purchase; please do not share or resell the file

- Questions before buying? Message the shop. We answer fast.

Designed by a seller with AI assistance, then reviewed, tested, and finished by a human. This is an original template, not a resold or copied file.