Bookkeeping Template Small Business Spreadsheet Income Expense Tracker Accounting Spreadsheet Google Sheets Excel Profit and Loss Dark Mode

Description

Small Business Bookkeeping Spreadsheet | Income & Expense Tracker | Profit & Loss | Sales Tax Tracker | Google Sheets & Excel Template

Keeping track of your business finances does not have to be complicated. This bookkeeping spreadsheet helps you record your income, expenses, transfers, account activity, sales tax, and mileage in one file. Simply enter your transactions and the reports, dashboards, and account balances update automatically.

You can review your monthly and annual performance, compare different periods, prepare a Profit & Loss Statement, track your budget, and view year-end projections. It is designed to give small business owners a clear overview of their finances without making bookkeeping feel overwhelming.

🌟 WHY SMALL BUSINESS OWNERS LOVE IT
• Keep your business records organized in one spreadsheet
• Track income, expenses, transfers, and account balances
• See your Profit & Loss automatically
• Monitor sales tax collected, paid, and owed
• Compare months, years, and custom date ranges
• Track your budget against your actual results
• View year-end projections based on your current data
• Use the same spreadsheet for multiple years
• Beginner-friendly with written guides and a video tutorial

📚 FEATURES
• Automatic calculations throughout the spreadsheet
• Monthly, Annual, Five-Year, Comparison, and Custom Dashboards
• Profit & Loss Statement for any selected date range
• Income, Expense, and Transfer transaction logs
• Accounts Dashboard for bank accounts and credit cards
• Budget Dashboard with budget versus actual tracking
• Sales Tax Center
• Year-End Projections
• Mileage Tracker
• Works with any currency by changing one setting
• Customizable categories, accounts, and business settings
• Charts and financial summaries update automatically

📦 YOU’LL RECEIVE

SETUP
• Customize your currency, categories, accounts, and spreadsheet settings

INCOME, EXPENSES & TRANSFER
• Record income transactions
• Record business expenses
• Record transfers between accounts
• Track transaction details, categories, accounts, and notes

ACCOUNTS
• Track bank accounts and credit cards
• Enter beginning balances, credit limits, and target balances
• View deposits, withdrawals, transfers, and current balances
• Review account activity for any selected date range
• Monitor available credit and credit utilization

FINANCIAL DASHBOARDS
• Monthly Dashboard
• Annual Dashboard
• Five-Year Dashboard
• Comparison Dashboard
• Custom Dashboard

P&L STATEMENT
• Generate a Profit & Loss Statement for any selected period
• View income and expense category breakdowns
• Formatted for PDF download and printing

TAX CENTER
• Track sales tax collected and paid
• View estimated tax owed
• Review tax summaries by month and quarter

BUDGET DASHBOARD
• Set monthly income and expense budgets
• Compare budgeted amounts with actual results
• View variances, remaining budgets, and categories near their limits

YEAR-END PROJECTIONS
• Review actual year-to-date results
• Estimate full-year income, expenses, and profit
• Choose between Annualized YTD and Seasonal projection methods

MILEAGE TRACKER
• Record business trips and mileage
• Track total business miles and estimated mileage deductions

BONUS MATERIALS
• Version with Sales Tax Tracking
• Version without Sales Tax Tracking
• Sample Spreadsheet with Example Data
• 16-Page Quick Start Guide
• Written Instruction Guide
• Step-by-Step Video Tutorial with Voiceover

💻 COMPATIBILITY
• Google Sheets
• Microsoft Excel

👩‍💼 PERFECT FOR
• Small Business Owners
• Freelancers
• Etsy Sellers
• Shopify Sellers
• Online Businesses
• Service-Based Businesses
• Consultants
• Sole Proprietors

📥 HOW IT WORKS
1. Purchase and download instantly
2. Open in Google Sheets or Excel
3. Customize your business settings
4. Start tracking your transactions

⚠️ PLEASE NOTE
• Digital product only. No physical item will be shipped.
• Due to the nature of digital products, refunds, exchanges, or cancellations are not available.
• For personal use only. Redistribution, resale, sharing, or reproduction is prohibited.
• If you have any questions before purchasing, feel free to send me a message.

🎨 COLOR DISCLAIMER
Colors may appear slightly different depending on your device, monitor settings, and screen display.

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