Small Business Income & Expense Tracker | Printable PDF + Editable Google Sheets
Organize money received, expenses paid, receipts and unpaid invoices with printable pages plus an editable Google Sheets workbook.
PRINTABLE PACK
12 pages in US Letter and A4: business setup, income log, expense log, receipt index, invoice tracker, monthly cash summary, category totals, annual overview, month-end checklist, start guide and a worked example.
EDITABLE GOOGLE SHEETS
Four tabs: Overview, Income, Expenses and Invoices. Income and expense totals update automatically, with a net operating cash summary and category totals. Enter invoice IDs, invoice totals and amounts paid to calculate outstanding balances. Unpaid invoice balances do not count as income received. 100 rows per log.
YOU RECEIVE
The original printable ZIP plus a separate Start Here PDF with the customer template link and copying instructions. Sign in to your Google account and choose File > Make a copy. Your copy is editable; the shared template is view-only.
IMPORTANT
Record money actually received and paid. Keep owner funds, loan proceeds and transfers separate. Use gross receipts plus processing fees OR net deposits, not both. Net operating cash recorded is not accounting profit or a bank reconciliation. This pack is an organizer, not tax-return software.
PRINTING AND ACCESS
Print PDFs single-sided at Actual Size / 100%; black-and-white works. PDFs are write-by-hand pages. The Google Sheets workbook is editable and calculates automatically. A Google account and internet access are needed to copy the workbook.
Digital download only; no physical product. One purchaser may use files and copies for one household or business. No resale, public sharing or redistribution of files, template links or copies.