Small Business Bookkeeping Tracker — Income, Expenses, Profit, Tax & Invoices (Excel + Google Sheets)

Running a side hustle, Etsy shop, or freelance business? Keep your books in one simple place. Log income and expenses, track unpaid invoices, and instantly see your profit, profit margin, and how much to set aside for taxes — all in one spreadsheet that works in Google Sheets and Excel. No accounting background needed.

WHAT'S INSIDE (5 easy tabs):

Start Here — a simple guide and color legend so you know exactly where to type.

Business Dashboard — total income, expenses, net profit, profit margin, tax to set aside, and unpaid invoices; all auto-calculated.

Income — log every payment by client and category; mark what has actually been received.

Expenses — log every business cost with a tax-deductible flag.

Invoices — track who owes you, how much, and when it's due (Paid / Sent / Overdue).

WHY YOU'LL LOVE IT:

Works in Google Sheets (free) AND Microsoft Excel.

All the math is built in — profit, margin, tax set-aside and outstanding invoices calculate automatically.

Set your own tax % so the set-aside matches your situation.

Perfect for freelancers, Etsy and print-on-demand sellers, coaches, and small shops.

Instant digital download.

HOW TO USE IN GOOGLE SHEETS: Download the file, open Google Drive, click New then File Upload, then right-click the file, Open with, Google Sheets.

Digital download — nothing is shipped. For personal use. This is a tracking tool, not accounting or tax advice.