Business template

Small Business Bookkeeping Spreadsheet

Track income and expenses, see your monthly and annual profit, set aside money for taxes, log mileage and chase unpaid invoices. All in one workbook.

$12
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Instant download · Excel (.xlsx) · Google Sheets compatible · any currency

Small Business Bookkeeping Spreadsheet

What's inside

  • Transaction log with 2,000 rows and category dropdowns
  • Monthly profit & loss dashboard with chart
  • Annual P&L across 12 months
  • Quarterly estimated-tax set-aside
  • Invoice tracker with Paid / Due / Overdue status
  • Mileage log with deduction total
  • Blank copy + filled-in example copy
Small Business Bookkeeping Spreadsheet preview

FAQ

Does it work in Google Sheets?

Yes. Upload the .xlsx to Google Drive and open it with Google Sheets; every formula recalculates.

Is this tax advice?

No. It organizes your numbers and estimates a tax set-aside from the percentage you choose. Check rates and deadlines with a tax professional.

Which currency?

Any. Amounts are plain numbers, so it works in dollars, pounds, euros or anything else.

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