Easy Bookkeeping

Bookkeeping Dashboard — Income, Expense & Profit Tracker for Excel & Google Sheets

Take the stress out of your books. This all-in-one bookkeeping dashboard tracks every penny in and out, works out your tax automatically, and turns your numbers into clean monthly and yearly summaries — no accounting know-how required. Just type in your income and expenses, and let the spreadsheet do the math.

Designed to be genuinely easy to use: a soft, modern planner look, simple dropdowns, and a guided setup so you're up and running in minutes.

What's inside (7 tabs):

• Start here — a quick guide so you know exactly where to type.
• Setup — set your currency, default tax rate, start month and year, your accounts, your own income and expense categories, and your monthly profit goals. Everything else updates from here.
• Income & Expenses — log one transaction per row with easy dropdowns and a date picker. Net-of-tax and tax amounts are calculated for you.
• Monthly — pick any month and instantly see income, expenses, profit, progress toward your goal, and a full category breakdown.
• Annual — your whole year at a glance: every category by month, a month-by-month cash-flow summary, and VAT / sales tax collected versus paid.
• Balance — enter an opening balance per account and see the running balance of each, plus your total.

Features you'll love:

• Automatic tax — enter the total amount and the sheet splits out the net and the tax for you (tax-inclusive), using your default rate or a custom rate per entry.
• Smart, guided inputs — dropdowns for categories, accounts and months, plus date selection, so entries stay consistent.
• Goal tracking — set a monthly profit goal and watch your progress.
• Built to last — all the formulas are locked so you can't accidentally break them; only the cells you're meant to fill in are editable (no password — unlock anytime).
• Beautiful & print-ready — a clean pastel design with a friendly rounded font, laid out neatly for A4.
• Works everywhere — fully compatible with Microsoft Excel and Google Sheets. No add-ons, no macros, nothing to install.
• Room to grow — 200 transaction rows ready on each sheet.

Perfect for freelancers, sole traders, side hustles, small shops, and creative businesses who want tidy books without the spreadsheet headache.

Instant digital download — start tracking the moment you open it.